Marsico Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11.9M | Hold |
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|
2018
Q1 | $12.2M | Hold |
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|
2017
Q4 | $12M | Hold |
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|
2017
Q3 | $10.2M | Hold |
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|
2017
Q2 | $10M | Buy |
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|
2017
Q1 | $5.46M | Sell |
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|
2016
Q4 | $6.87M | Hold |
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|
2016
Q3 | $5.49M | Sell |
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|
2016
Q2 | $5.4M | Sell |
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|
2016
Q1 | $74.2M | Sell |
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|
2015
Q4 | $172M | Sell |
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|
2015
Q3 | $281M | Buy |
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|
2015
Q2 | $284M | Buy |
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|
2015
Q1 | $256M | Buy |
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|
2014
Q4 | $253M | Buy |
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|
2014
Q3 | $203M | Sell |
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|
2014
Q2 | $207M | Buy |
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|
2014
Q1 | $135M | Buy |
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