Massachusetts Financial Services’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 | $1.68B | Sell |
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|
2025
Q1 | $1.61B | Sell |
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|
2024
Q4 | $1.63B | Sell |
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|
2024
Q3 | $1.86B | Buy |
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|
2024
Q2 | $1.99B | Sell |
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|
2024
Q1 | $2.22B | Sell |
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|
2023
Q4 | $2.13B | Buy |
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|
2023
Q3 | $1.63B | Buy |
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|
2023
Q2 | $1.34B | Buy |
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|
2023
Q1 | $1.13B | Sell |
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|
2022
Q4 | $2.35B | Sell |
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|
2022
Q3 | $2.29B | Sell |
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|
2022
Q2 | $2.11B | Buy |
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|
2022
Q1 | $2.75B | Sell |
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|
2021
Q4 | $2.86B | Buy |
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|
2021
Q3 | $2.44B | Sell |
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|
2021
Q2 | $2.47B | Sell |
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|
2021
Q1 | $2.27B | Buy |
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|
2020
Q4 | $1.74B | Buy |
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|
2020
Q3 | $715M | Buy |
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|
2020
Q2 | $617M | Buy |
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|
2020
Q1 | $572M | Buy |
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|
2019
Q4 | $683M | Buy |
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|
2019
Q3 | $218M | Buy |
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|
2019
Q2 | $167M | Sell |
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|
2019
Q1 | $217M | Sell |
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|
2018
Q4 | $239M | Sell |
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|
2018
Q3 | $349M | Sell |
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|
2018
Q2 | $400M | Sell |
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|
2018
Q1 | $437M | Buy |
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|
2017
Q4 | $403M | Buy |
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|
2017
Q3 | $300M | Sell |
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|
2017
Q2 | $335M | Sell |
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|
2017
Q1 | $355M | Sell |
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|
2016
Q4 | $395M | Sell |
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|
2016
Q3 | $479M | Buy |
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|
2016
Q2 | $355M | Buy |
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|
2016
Q1 | $257M | Buy |
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|
2015
Q4 | $207M | Buy |
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|
2015
Q3 | $158M | Buy |
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|
2015
Q2 | $116M | Buy |
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|
2015
Q1 | $52.8M | Sell |
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|
2014
Q4 | $52.4M | Buy |
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|
2014
Q3 | $50M | Sell |
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|
2014
Q2 | $46.2M | Sell |
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|
2014
Q1 | $47.3M | Sell |
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|
2013
Q4 | $58M | Sell |
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|
2013
Q3 | $62.3M | Buy |
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|
2013
Q2 | $53.7M | Buy |
|