Mark 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
Q2 | $912K | Buy |
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2024
Q3 | – | Sell |
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2024
Q2 | $24.2M | Sell |
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2024
Q1 | $25M | Sell |
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2023
Q4 | $25.6M | Sell |
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2023
Q3 | $21.9M | Sell |
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2023
Q2 | $22.6M | Buy |
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2023
Q1 | $2.1M | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $13M | Sell |
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2021
Q4 | $16.5M | Sell |
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2021
Q3 | $14.6M | Sell |
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2021
Q2 | $25.2M | Sell |
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2021
Q1 | $25.3M | Buy |
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2020
Q4 | $18M | Buy |
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2020
Q3 | $11.3M | Sell |
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2020
Q2 | $13.1M | Buy |
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2020
Q1 | $8.38M | Buy |
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2019
Q4 | $5.42M | Buy |
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2019
Q3 | – | Sell |
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2019
Q2 | $2M | Buy |
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2019
Q1 | – | Sell |
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2018
Q4 | $207K | Sell |
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2018
Q3 | $260K | Hold |
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2018
Q2 | $270K | Hold |
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2018
Q1 | $276K | Sell |
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2017
Q4 | $3.61M | Buy |
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2017
Q3 | $2.63M | Sell |
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2017
Q2 | $15.4M | Buy |
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2017
Q1 | $11.6M | Sell |
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2016
Q4 | $15.6M | Sell |
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2016
Q3 | $13M | Buy |
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2016
Q2 | $9.22M | Buy |
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2016
Q1 | $10.1M | Buy |
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2015
Q4 | $11.5M | Sell |
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2015
Q3 | $10.3M | Sell |
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2015
Q2 | $12.2M | Buy |
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2015
Q1 | $11.3M | Buy |
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2014
Q4 | $11M | Sell |
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2014
Q3 | $12.2M | Sell |
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2014
Q2 | $11.3M | Buy |
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2014
Q1 | $10.2M | Sell |
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2013
Q4 | $10.7M | Sell |
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2013
Q3 | $9.55M | Buy |
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