RWC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.25M | Sell |
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|
2023
Q2 | $21.3M | Sell |
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|
2023
Q1 | $84M | Buy |
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|
2022
Q4 | $126M | Sell |
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|
2022
Q3 | $109M | Sell |
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|
2022
Q2 | $97.9M | Buy |
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|
2022
Q1 | $119M | Sell |
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|
2021
Q4 | $129M | Buy |
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|
2021
Q3 | $111M | Hold |
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|
2021
Q2 | $111M | Sell |
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|
2021
Q1 | $118M | Buy |
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|
2020
Q4 | $92.7M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $7.39M | Buy |
|