Morningstar Investment 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
Q1 | $8.29M | Sell |
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|
2024
Q4 | $17.6M | Sell |
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|
2024
Q3 | $162M | Sell |
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|
2024
Q2 | $186M | Sell |
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|
2024
Q1 | $184M | Sell |
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|
2023
Q4 | $326M | Buy |
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|
2023
Q3 | $129M | Buy |
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|
2023
Q2 | $134M | Buy |
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|
2023
Q1 | $108M | Buy |
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|
2022
Q4 | $98.3M | Sell |
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|
2022
Q3 | $92.6M | Buy |
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|
2022
Q2 | $72M | Buy |
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|
2022
Q1 | $45.3M | Sell |
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|
2021
Q4 | $42.6M | Sell |
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|
2021
Q3 | $38.9M | Sell |
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|
2021
Q2 | $38.2M | Sell |
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|
2021
Q1 | $33.9M | Sell |
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|
2020
Q4 | $29.3M | Sell |
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|
2020
Q3 | $29.4M | Buy |
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|
2020
Q2 | $25.9M | Buy |
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|
2020
Q1 | $21.2M | Sell |
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|
2019
Q4 | $29.6M | Sell |
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|
2019
Q3 | $26.3M | Sell |
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|
2019
Q2 | $32.4M | Buy |
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|
2019
Q1 | $11.7M | Sell |
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|
2018
Q4 | $11.6M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9.37M | Buy |
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|
2015
Q2 | $9.43M | Buy |
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|
2015
Q1 | $7.24M | Buy |
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|
2014
Q4 | $6.15M | Buy |
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|
2014
Q3 | $5.28M | Buy |
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|
2014
Q2 | $4.38M | Buy |
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|
2014
Q1 | $4.09M | Buy |
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|
2013
Q4 | $3.55M | Buy |
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|
2013
Q3 | $2.69M | Sell |
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|
2013
Q2 | $4.02M | Buy |
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