Mizuho Markets Cayman’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
Q4 | – | Sell |
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|
2025
Q3 | $12.1M | Sell |
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|
2025
Q2 | $12.9M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $829K | Sell |
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|
2022
Q2 | $965K | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $751K | Buy |
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|
2021
Q3 | $518K | Sell |
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|
2021
Q2 | $676K | Sell |
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|
2021
Q1 | $607K | Buy |
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