Rothschild & Co Asset Management US’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $116M | Sell |
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|
2022
Q3 | $108M | Sell |
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|
2022
Q2 | $98.1M | Sell |
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|
2022
Q1 | $135M | Sell |
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|
2021
Q4 | $146M | Sell |
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|
2021
Q3 | $129M | Sell |
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|
2021
Q2 | $132M | Buy |
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|
2021
Q1 | $113M | Sell |
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|
2020
Q4 | $102M | Buy |
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|
2020
Q3 | $22.6M | Sell |
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|
2020
Q2 | $27.2M | Sell |
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|
2020
Q1 | $32.9M | Sell |
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|
2019
Q4 | $48.5M | Sell |
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|
2019
Q3 | $43.4M | Sell |
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|
2019
Q2 | $42.4M | Buy |
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|
2019
Q1 | $27.5M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $7.27M | Buy |
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|
2014
Q1 | $6.52M | Sell |
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|
2013
Q4 | $13.5M | Sell |
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|
2013
Q3 | $16.5M | Buy |
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