Prudential Financial’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
$106M Buy
1,165,082
+250,627
+27% +$22.9M 0.14% 145
2025
Q1
$71.6M Buy
914,455
+100,894
+12% +$7.9M 0.1% 169
2024
Q4
$60.2M Sell
813,561
-106,131
-12% -$7.85M 0.08% 189
2024
Q3
$59.6M Sell
919,692
-16,245
-2% -$1.05M 0.08% 200
2024
Q2
$69M Sell
935,937
-122,171
-12% -$9M 0.1% 177
2024
Q1
$76.5M Sell
1,058,108
-30,801
-3% -$2.23M 0.11% 175
2023
Q4
$72.9M Sell
1,088,909
-218,122
-17% -$14.6M 0.11% 175
2023
Q3
$71.8M Sell
1,307,031
-7,924
-0.6% -$435K 0.11% 174
2023
Q2
$74.5M Sell
1,314,955
-54,642
-4% -$3.1M 0.11% 176
2023
Q1
$82M Sell
1,369,597
-1,501,625
-52% -$89.9M 0.13% 158
2022
Q4
$239M Buy
2,871,222
+290,782
+11% +$24.2M 0.4% 46
2022
Q3
$187M Buy
2,580,440
+1,006,165
+64% +$72.9M 0.32% 63
2022
Q2
$99.9M Buy
1,574,275
+270,028
+21% +$17.1M 0.16% 136
2022
Q1
$110M Sell
1,304,247
-19,194
-1% -$1.62M 0.15% 144
2021
Q4
$109M Buy
1,323,441
+32,642
+3% +$2.69M 0.14% 152
2021
Q3
$92.1M Sell
1,290,799
-52,602
-4% -$3.75M 0.13% 166
2021
Q2
$97.8M Sell
1,343,401
-802,264
-37% -$58.4M 0.13% 154
2021
Q1
$140M Buy
2,145,665
+387,527
+22% +$25.3M 0.21% 105
2020
Q4
$93.3M Buy
1,758,138
+839,877
+91% +$44.5M 0.16% 126
2020
Q3
$33.3M Sell
918,261
-12,258
-1% -$444K 0.06% 276
2020
Q2
$31.4M Sell
930,519
-194,054
-17% -$6.55M 0.06% 285
2020
Q1
$37.8M Sell
1,124,573
-14,737
-1% -$495K 0.08% 233
2019
Q4
$54.2M Buy
1,139,310
+19,258
+2% +$916K 0.08% 242
2019
Q3
$46.9M Buy
1,120,052
+15,830
+1% +$662K 0.07% 282
2019
Q2
$44.4M Sell
1,104,222
-2,457
-0.2% -$98.7K 0.07% 296
2019
Q1
$47.3M Sell
1,106,679
-211,479
-16% -$9.04M 0.08% 263
2018
Q4
$54.7M Buy
1,318,158
+5,818
+0.4% +$242K 0.1% 206
2018
Q3
$64.5M Sell
1,312,340
-10,701
-0.8% -$526K 0.09% 206
2018
Q2
$67.6M Sell
1,323,041
-8,372
-0.6% -$428K 0.1% 215
2018
Q1
$69.5M Sell
1,331,413
-328,930
-20% -$17.2M 0.11% 198
2017
Q4
$85.3M Sell
1,660,343
-4,380
-0.3% -$225K 0.12% 180
2017
Q3
$72.8M Sell
1,664,723
-21,350
-1% -$934K 0.1% 197
2017
Q2
$72.4M Sell
1,686,073
-490
-0% -$21.1K 0.11% 201
2017
Q1
$68.8M Sell
1,686,563
-3,420
-0.2% -$140K 0.11% 205
2016
Q4
$66.7M Buy
1,689,983
+16,690
+1% +$659K 0.11% 212
2016
Q3
$52.8M Buy
1,673,293
+7,456
+0.4% +$235K 0.09% 246
2016
Q2
$42.2M Buy
1,665,837
+177,450
+12% +$4.49M 0.07% 284
2016
Q1
$41.7M Buy
1,488,387
+10,100
+0.7% +$283K 0.07% 270
2015
Q4
$48.7M Buy
1,478,287
+21,100
+1% +$695K 0.09% 237
2015
Q3
$41.6M Sell
1,457,187
-25,950
-2% -$741K 0.08% 256
2015
Q2
$48.4M Sell
1,483,137
-13,590
-0.9% -$444K 0.09% 242
2015
Q1
$45.6M Sell
1,496,727
-11,700
-0.8% -$356K 0.08% 275
2014
Q4
$45.5M Sell
1,508,427
-53,280
-3% -$1.61M 0.08% 262
2014
Q3
$45.9M Sell
1,561,707
-141,808
-8% -$4.17M 0.09% 245
2014
Q2
$45.9M Buy
1,703,515
+81,308
+5% +$2.19M 0.08% 255
2014
Q1
$44.3M Buy
1,622,207
+180,800
+13% +$4.94M 0.08% 253
2013
Q4
$37.5M Sell
1,441,407
-37,700
-3% -$980K 0.07% 274
2013
Q3
$31.3M Buy
1,479,107
+38,577
+3% +$816K 0.07% 295
2013
Q2
$30.6M Buy
+1,440,530
New +$30.6M 0.07% 278