Route One Investment Company’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 | $229M | Sell |
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|
2025
Q1 | $264M | Buy |
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|
2024
Q4 | $242M | Sell |
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|
2024
Q3 | $241M | Buy |
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|
2024
Q2 | $165M | Sell |
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|
2024
Q1 | $181M | Sell |
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|
2023
Q4 | $193M | Sell |
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|
2023
Q3 | $228M | Sell |
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|
2023
Q2 | $253M | Buy |
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|
2023
Q1 | $192M | Buy |
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|
2022
Q4 | $236M | Sell |
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|
2022
Q3 | $276M | Sell |
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|
2022
Q2 | $282M | Buy |
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|
2022
Q1 | $307M | Sell |
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|
2021
Q4 | $399M | Sell |
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|
2021
Q3 | $466M | Sell |
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|
2021
Q2 | $488M | Sell |
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|
2021
Q1 | $480M | Sell |
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|
2020
Q4 | $414M | Sell |
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|
2020
Q3 | $528M | Hold |
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|
2020
Q2 | $491M | Sell |
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|
2020
Q1 | $490M | Buy |
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|
2019
Q4 | $637M | Buy |
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|
2019
Q3 | $509M | Buy |
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|
2019
Q2 | $486M | Buy |
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|
2019
Q1 | $474M | Buy |
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|
2018
Q4 | $404M | Buy |
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|
2018
Q3 | $240M | Buy |
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|
2018
Q2 | $231M | Sell |
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|
2018
Q1 | $238M | Buy |
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|
2017
Q4 | $200M | Sell |
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|
2017
Q3 | $186M | Buy |
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|
2017
Q2 | $172M | Buy |
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|
2017
Q1 | $127M | Buy |
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|
2016
Q4 | $64.3M | Sell |
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|
2016
Q3 | $131M | Buy |
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|
2016
Q2 | $103M | Buy |
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|
2016
Q1 | $86.3M | Buy |
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|
2015
Q4 | $80.3M | Sell |
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|
2015
Q3 | $77.4M | Buy |
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|
2015
Q2 | $84M | Hold |
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|
2015
Q1 | $78.3M | Buy |
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|
2014
Q4 | $55.9M | Buy |
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|
2014
Q3 | $47.7M | Sell |
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|
2014
Q2 | $56.8M | Hold |
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|
2014
Q1 | $57.6M | Sell |
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|
2013
Q4 | $58.5M | Hold |
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|
2013
Q3 | $47.5M | Sell |
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|
2013
Q2 | $55.4M | Buy |
|