MML Investors Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.6M | Buy |
653,419
+31,441
| +5% | +$2.87M | 0.17% | 121 |
|
|
2025
Q1 | $48.7M | Buy |
621,978
+24,319
| +4% | +$1.9M | 0.16% | 140 |
|
|
2024
Q4 | $44.2M | Buy |
597,659
+12,351
| +2% | +$914K | 0.15% | 141 |
|
|
2024
Q3 | $37.9M | Buy |
585,308
+62,035
| +12% | +$4.02M | 0.14% | 160 |
|
|
2024
Q2 | $38.6M | Sell |
523,273
-98,004
| -16% | -$7.22M | 0.16% | 142 |
|
|
2024
Q1 | $44.9M | Buy |
621,277
+64,900
| +12% | +$4.69M | 0.19% | 120 |
|
|
2023
Q4 | $38.3M | Buy |
556,377
+104,408
| +23% | +$7.18M | 0.18% | 130 |
|
|
2023
Q3 | $24.8M | Buy |
451,969
+10,760
| +2% | +$591K | 0.14% | 163 |
|
|
2023
Q2 | $25M | Buy |
441,209
+127,184
| +41% | +$7.21M | 0.14% | 169 |
|
|
2023
Q1 | $16.4M | Buy |
314,025
+75,285
| +32% | +$3.94M | 0.12% | 197 |
|
|
2022
Q4 | $19.9M | Buy |
238,740
+59,895
| +33% | +$4.99M | 0.13% | 174 |
|
|
2022
Q3 | $12.9M | Buy |
178,845
+97,906
| +121% | +$7.04M | 0.1% | 233 |
|
|
2022
Q2 | $5.11M | Sell |
80,939
-3,498
| -4% | -$221K | 0.04% | 416 |
|
|
2022
Q1 | $7.12M | Buy |
84,437
+8,973
| +12% | +$757K | 0.05% | 349 |
|
|
2021
Q4 | $6.35M | Sell |
75,464
-1,429
| -2% | -$120K | 0.05% | 366 |
|
|
2021
Q3 | $5.6M | Buy |
76,893
+3,638
| +5% | +$265K | 0.04% | 382 |
|
|
2021
Q2 | $5.33M | Buy |
73,255
+2,945
| +4% | +$214K | 0.04% | 385 |
|
|
2021
Q1 | $4.58M | Buy |
70,310
+4,623
| +7% | +$301K | 0.04% | 390 |
|
|
2020
Q4 | $3.48M | Buy |
65,687
+6,655
| +11% | +$353K | 0.04% | 405 |
|
|
2020
Q3 | $2.14M | Buy |
59,032
+675
| +1% | +$24.5K | 0.03% | 499 |
|
|
2020
Q2 | $1.97M | Sell |
58,357
-8,830
| -13% | -$298K | 0.03% | 511 |
|
|
2020
Q1 | $2.26M | Sell |
67,187
-5,467
| -8% | -$184K | 0.04% | 385 |
|
|
2019
Q4 | $3.46M | Sell |
72,654
-3,798
| -5% | -$181K | 0.05% | 335 |
|
|
2019
Q3 | $3.2M | Buy |
76,452
+9,061
| +13% | +$379K | 0.05% | 323 |
|
|
2019
Q2 | $2.71M | Buy |
67,391
+19,156
| +40% | +$770K | 0.04% | 389 |
|
|
2019
Q1 | $2.06M | Buy |
48,235
+6,958
| +17% | +$298K | 0.03% | 450 |
|
|
2018
Q4 | $1.71M | Buy |
41,277
+13,217
| +47% | +$549K | 0.03% | 462 |
|
|
2018
Q3 | $1.38M | Buy |
28,060
+13,238
| +89% | +$651K | 0.02% | 565 |
|
|
2018
Q2 | $757K | Buy |
14,822
+2,199
| +17% | +$112K | 0.02% | 677 |
|
|
2018
Q1 | $659K | Sell |
12,623
-1,375
| -10% | -$71.8K | 0.01% | 733 |
|
|
2017
Q4 | $719K | Buy |
13,998
+1,160
| +9% | +$59.6K | 0.01% | 676 |
|
|
2017
Q3 | $562K | Buy |
12,838
+2,269
| +21% | +$99.3K | 0.01% | 735 |
|
|
2017
Q2 | $454K | Buy |
10,569
+2,148
| +26% | +$92.3K | 0.01% | 810 |
|
|
2017
Q1 | $344K | Buy |
+8,421
| New | +$344K | 0.01% | 549 |
|