Parnassus Investments’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 | $119M | Sell |
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|
2025
Q1 | $102M | Sell |
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|
2024
Q4 | $125M | Buy |
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|
2024
Q3 | $110M | Buy |
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|
2024
Q2 | $120M | Sell |
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|
2024
Q1 | $135M | Hold |
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|
2023
Q4 | $129M | Buy |
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|
2023
Q3 | $93.1M | Hold |
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|
2023
Q2 | $96.1M | Sell |
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|
2023
Q1 | $515M | Sell |
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|
2022
Q4 | $1.05B | Sell |
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|
2022
Q3 | $1.01B | Buy |
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|
2022
Q2 | $877M | Buy |
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|
2022
Q1 | $1.15B | Sell |
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|
2021
Q4 | $1.43B | Sell |
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|
2021
Q3 | $1.25B | Buy |
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|
2021
Q2 | $1.25B | Buy |
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|
2021
Q1 | $1.07B | Sell |
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|
2020
Q4 | $907M | Buy |
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|
2020
Q3 | $536M | Sell |
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|
2020
Q2 | $514M | Sell |
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|
2020
Q1 | $513M | Buy |
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|
2019
Q4 | $560M | Buy |
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|
2019
Q3 | $453M | Buy |
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|
2019
Q2 | $374M | Sell |
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|
2019
Q1 | $668M | Sell |
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|
2018
Q4 | $649M | Buy |
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|
2018
Q3 | $628M | Sell |
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|
2018
Q2 | $653M | Sell |
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|
2018
Q1 | $703M | Buy |
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|
2017
Q4 | $687M | Buy |
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|
2017
Q3 | $585M | Sell |
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|
2017
Q2 | $617M | Buy |
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|
2017
Q1 | $561M | Sell |
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|
2016
Q4 | $819M | Sell |
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|
2016
Q3 | $696M | Buy |
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|
2016
Q2 | $518M | Buy |
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|
2016
Q1 | $536M | Buy |
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|
2015
Q4 | $423M | Buy |
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|
2015
Q3 | $351M | Buy |
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|
2015
Q2 | $401M | Buy |
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|
2015
Q1 | $372M | Buy |
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|
2014
Q4 | $272M | Buy |
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|
2014
Q3 | $243M | Buy |
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|
2014
Q2 | $222M | Buy |
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|
2014
Q1 | $197M | Sell |
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|
2013
Q4 | $192M | Buy |
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|
2013
Q3 | $156M | Sell |
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|
2013
Q2 | $161M | Buy |
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