M&G plc’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
114,848
-14,538
| -11% | -$1.32M | 0.06% | 199 |
|
|
2025
Q1 | $10.1M | Sell |
129,386
-4,827
| -4% | -$377K | 0.05% | 195 |
|
|
2024
Q4 | $9.93M | Sell |
134,213
-11,916
| -8% | -$882K | 0.06% | 211 |
|
|
2024
Q3 | $9.5M | Buy |
146,129
+5,600
| +4% | +$364K | 0.03% | 228 |
|
|
2024
Q2 | $10.4M | Sell |
140,529
-18,525
| -12% | -$1.37M | 0.04% | 190 |
|
|
2024
Q1 | $11.5M | Buy |
+159,054
| New | +$11.5M | 0.04% | 183 |
|