Madison Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $77.3M | Sell |
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|
2025
Q2 | $76.7M | Sell |
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|
2025
Q1 | $75M | Sell |
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|
2024
Q4 | $71.2M | Sell |
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|
2024
Q3 | $63.7M | Buy |
|
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|
2024
Q2 | $64.6M | Sell |
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|
2024
Q1 | $64.8M | Buy |
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|
2023
Q4 | $52M | Buy |
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|
2023
Q3 | $40.8M | Buy |
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|
2023
Q2 | $41.1M | Buy |
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|
2023
Q1 | $37.8M | Buy |
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|
2022
Q4 | $5.61M | Sell |
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|
2022
Q3 | $4.89M | Sell |
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|
2022
Q2 | $4.33M | Buy |
|