Pictet Asset Management’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 | $93.8M | Sell |
1,028,226
-6,228
| -0.6% | -$568K | 0.1% | 216 |
|
|
2025
Q1 | $81M | Buy |
1,034,454
+47,244
| +5% | +$3.7M | 0.09% | 232 |
|
|
2024
Q4 | $73.1M | Buy |
987,210
+165,312
| +20% | +$12.2M | 0.08% | 247 |
|
|
2024
Q3 | $53.3M | Buy |
821,898
+76,891
| +10% | +$4.98M | 0.06% | 279 |
|
|
2024
Q2 | $54.9M | Buy |
745,007
+1,249
| +0.2% | +$92K | 0.06% | 271 |
|
|
2024
Q1 | $53.8M | Sell |
743,758
-38,795
| -5% | -$2.81M | 0.06% | 294 |
|
|
2023
Q4 | $53.8M | Buy |
782,553
+12,801
| +2% | +$881K | 0.06% | 290 |
|
|
2023
Q3 | $42.3M | Buy |
+769,752
| New | +$42.3M | 0.05% | 317 |
|