Qtron Investments’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 | $1.25M | Hold |
13,698
| – | – | 0.16% | 155 |
|
|
2025
Q1 | $1.07M | Hold |
13,698
| – | – | 0.16% | 163 |
|
|
2024
Q4 | $1.01M | Hold |
13,698
| – | – | 0.14% | 174 |
|
|
2024
Q3 | $888K | Sell |
13,698
-4,794
| -26% | -$311K | 0.12% | 230 |
|
|
2024
Q2 | $1.36M | Buy |
18,492
+9,728
| +111% | +$717K | 0.2% | 112 |
|
|
2024
Q1 | $634K | Hold |
8,764
| – | – | 0.09% | 292 |
|
|
2023
Q4 | $603K | Buy |
8,764
+4,059
| +86% | +$279K | 0.1% | 278 |
|
|
2023
Q3 | $258K | Sell |
4,705
-7,085
| -60% | -$389K | 0.05% | 376 |
|
|
2023
Q2 | $668K | Hold |
11,790
| – | – | 0.13% | 214 |
|
|
2023
Q1 | $618K | Buy |
11,790
+3,522
| +43% | +$184K | 0.13% | 221 |
|
|
2022
Q4 | $688K | Buy |
8,268
+2,070
| +33% | +$172K | 0.14% | 199 |
|
|
2022
Q3 | $445K | Buy |
+6,198
| New | +$445K | 0.11% | 259 |
|
|
2022
Q2 | – | Sell |
-2,572
| Closed | -$217K | – | 428 |
|
|
2022
Q1 | $217K | Buy |
+2,572
| New | +$217K | 0.05% | 320 |
|