MUFG Securities EMEA’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
$460K Buy
2022
Q2
Sell
2022
Q1
$88K Hold
2021
Q4
$88K Sell
2021
Q3
$240K Sell
2021
Q2
$7M Buy
2021
Q1
$361K Sell
2020
Q4
$1.52M Buy
2020
Q3
$326K Sell
2020
Q2
$818K Buy
2020
Q1
Sell
2019
Q4
$4.08M Buy
2018
Q4
Sell
2018
Q3
$1.6M Buy
2018
Q2
$69K Buy