Royal London Asset Management’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 | $118M | Buy |
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|
2025
Q1 | $100M | Buy |
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|
2024
Q4 | $87.8M | Buy |
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|
2024
Q3 | $76.7M | Buy |
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|
2024
Q2 | $83.4M | Sell |
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|
2024
Q1 | $88M | Buy |
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|
2023
Q4 | $81.4M | Buy |
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|
2023
Q3 | $63.7M | Buy |
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|
2023
Q2 | $63M | Buy |
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|
2023
Q1 | $45.2M | Buy |
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|
2022
Q4 | $68.3M | Buy |
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|
2022
Q3 | $59M | Sell |
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|
2022
Q2 | $53.7M | Sell |
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|
2022
Q1 | $71.7M | Buy |
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|
2021
Q4 | $42.9M | Sell |
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|
2021
Q3 | $37.9M | Buy |
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|
2021
Q2 | $36.7M | Sell |
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|
2021
Q1 | $34.7M | Buy |
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|
2020
Q4 | $27.5M | Buy |
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|
2020
Q3 | $15.6M | Sell |
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|
2020
Q2 | $14.3M | Sell |
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|
2020
Q1 | $15.6M | Sell |
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|
2019
Q4 | $21.8M | Sell |
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|
2019
Q3 | $19.4M | Sell |
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|
2019
Q2 | $19M | Sell |
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|
2019
Q1 | $20.7M | Sell |
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|
2018
Q4 | $21M | Buy |
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|
2018
Q3 | $23.5M | Sell |
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|
2018
Q2 | $25M | Buy |
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|
2016
Q2 | $9.49M | Sell |
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|
2016
Q1 | $273K | Buy |
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|
2015
Q4 | $13.4M | Buy |
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|
2015
Q3 | $11.2M | Buy |
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|
2014
Q4 | $107K | Buy |
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|
2014
Q3 | $8.07M | Buy |
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|
2014
Q2 | $7.01M | Sell |
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|
2014
Q1 | $6.91M | Sell |
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|
2013
Q4 | $6.72M | Buy |
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|
2013
Q3 | $6.06M | Buy |
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|
2013
Q2 | $5.36M | Buy |
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