Markel Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130M | Buy |
1,383,800
+8,000
| +0.6% | +$785K | 1.09% | 31 |
|
|
2025
Q4 | $137M | Buy |
1,375,800
+11,000
| +0.8% | +$1.04M | 1.1% | 30 |
|
|
2025
Q3 | $130M | Hold |
1,364,800
| – | – | 1.06% | 33 |
|
|
2025
Q2 | $125M | Hold |
1,364,800
| – | – | 1.05% | 30 |
|
|
2025
Q1 | $107M | Buy |
1,364,800
+1,000
| +0.1% | +$78.5K | 0.95% | 31 |
|
|
2024
Q4 | $101M | Buy |
1,363,800
+13,000
| +1% | +$973K | 0.89% | 35 |
|
|
2024
Q3 | $87.5M | Sell |
1,350,800
-15,966
| -1% | -$1.05M | 0.79% | 37 |
|
|
2024
Q2 | $101M | Buy |
1,366,766
+13,000
| +1% | +$960K | 0.99% | 32 |
|
|
2024
Q1 | $97.9M | Buy |
1,353,766
+19,000
| +1% | +$1.25M | 0.97% | 33 |
|
|
2023
Q4 | $91.8M | Buy |
1,334,766
+58,000
| +5% | +$3.35M | 1% | 31 |
|
|
2023
Q3 | $70.1M | Buy |
1,276,766
+30,500
| +2% | +$1.84M | 0.85% | 38 |
|
|
2023
Q2 | $70.6M | Buy |
1,246,266
+79,594
| +7% | +$4.17M | 0.84% | 37 |
|
|
2023
Q1 | $61.1M | Buy |
1,166,672
+31,372
| +3% | +$2.3M | 0.78% | 36 |
|
|
2022
Q4 | $94.5M | Buy |
1,135,300
+19,000
| +2% | +$1.47M | 1.27% | 26 |
|
|
2022
Q3 | $80.2M | Buy |
1,116,300
+13,000
| +1% | +$903K | 1.18% | 27 |
|
|
2022
Q2 | $69.7M | Buy |
1,103,300
+8,000
| +0.7% | +$552K | 1% | 27 |
|
|
2022
Q1 | $92.3M | Hold |
1,095,300
| – | – | 1.1% | 26 |
|
|
2021
Q4 | $92.1M | Hold |
1,095,300
| – | – | 1.05% | 26 |
|
|
2021
Q3 | $79.8M | Hold |
1,095,300
| – | – | 1.01% | 28 |
|
|
2021
Q2 | $79.7M | Hold |
1,095,300
| – | – | 1.01% | 27 |
|
|
2021
Q1 | $71.4M | Hold |
1,095,300
| – | – | 0.99% | 27 |
|
|
2020
Q4 | $58.1M | Hold |
1,095,300
| – | – | 0.87% | 33 |
|
|
2020
Q3 | $39.7M | Hold |
1,095,300
| – | – | 0.67% | 44 |
|
|
2020
Q2 | $37M | Hold |
1,095,300
| – | – | 0.69% | 41 |
|
|
2020
Q1 | $36.8M | Buy |
1,095,300
+12,600
| +1% | +$529K | 0.69% | 39 |
|
|
2019
Q4 | $51.5M | Buy |
1,082,700
+13,700
| +1% | +$604K | 0.71% | 38 |
|
|
2019
Q3 | $44.7M | Buy |
1,069,000
+12,000
| +1% | +$484K | 0.68% | 40 |
|
|
2019
Q2 | $42.5M | Sell |
1,057,000
-100
| -0% | -$4.36K | 0.65% | 40 |
|
|
2019
Q1 | $45.2M | Hold |
1,057,100
| – | – | 0.76% | 33 |
|
|
2018
Q4 | $43.9M | Hold |
1,057,100
| – | – | 0.84% | 28 |
|
|
2018
Q3 | $52M | Buy |
1,057,100
+100
| +0% | +$5.11K | 0.88% | 27 |
|
|
2018
Q2 | $54M | Hold |
1,057,000
| – | – | 0.99% | 25 |
|
|
2018
Q1 | $55.2M | Hold |
1,057,000
| – | – | 1.05% | 24 |
|
|
2017
Q4 | $54.3M | Hold |
1,057,000
| – | – | 1.03% | 26 |
|
|
2017
Q3 | $46.2M | Hold |
1,057,000
| – | – | 0.92% | 30 |
|
|
2017
Q2 | $45.4M | Hold |
1,057,000
| – | – | 0.97% | 27 |
|
|
2017
Q1 | $43.1M | Hold |
1,057,000
| – | – | 0.97% | 29 |
|
|
2016
Q4 | $41.7M | Hold |
1,057,000
| – | – | 1.01% | 25 |
|
|
2016
Q3 | $33.4M | Hold |
1,057,000
| – | – | 0.86% | 32 |
|
|
2016
Q2 | $26.8M | Hold |
1,057,000
| – | – | 0.71% | 36 |
|
|
2016
Q1 | $29.6M | Hold |
1,057,000
| – | – | 0.8% | 33 |
|
|
2015
Q4 | $34.8M | Hold |
1,057,000
| – | – | 0.94% | 30 |
|
|
2015
Q3 | $30.2M | Hold |
1,057,000
| – | – | 0.8% | 34 |
|
|
2015
Q2 | $34.5M | Hold |
1,057,000
| – | – | 0.86% | 33 |
|
|
2015
Q1 | $32.2M | Hold |
1,057,000
| – | – | 0.81% | 35 |
|
|
2014
Q4 | $31.9M | Hold |
1,057,000
| – | – | 0.8% | 37 |
|
|
2014
Q3 | $31.1M | Hold |
1,057,000
| – | – | 0.88% | 35 |
|
|
2014
Q2 | $28.5M | Hold |
1,057,000
| – | – | 0.81% | 37 |
|
|
2014
Q1 | $28.9M | Buy |
1,057,000
+57,300
| +6% | +$1.5M | 0.89% | 31 |
|
|
2013
Q4 | $26M | Sell |
999,700
-4,019
| -0.4% | -$95.8K | 0.82% | 33 |
|
|
2013
Q3 | $21.2M | Sell |
1,003,719
-23,097
| -2% | -$502K | 0.73% | 36 |
|
|
2013
Q2 | $21.8M | Buy |
+1,026,816
| New | +$19M | 0.78% | 34 |
|
Other funds holding SCHW
VCM
VPM