Schroder Investment Management Group’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 | $95.3M | Buy |
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|
2025
Q1 | $73.2M | Buy |
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|
2024
Q4 | $46.6M | Buy |
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|
2024
Q3 | $36.9M | Sell |
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|
2024
Q2 | $394M | Buy |
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|
2024
Q1 | $357M | Sell |
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|
2023
Q4 | $374M | Buy |
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|
2023
Q3 | $291M | Buy |
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|
2023
Q2 | $299M | Sell |
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|
2023
Q1 | $298M | Buy |
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|
2022
Q4 | $374M | Buy |
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|
2022
Q3 | $289M | Buy |
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|
2022
Q2 | $102M | Buy |
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|
2022
Q1 | $67.9M | Buy |
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|
2021
Q4 | $44.5M | Buy |
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|
2021
Q3 | $18.4M | Sell |
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|
2021
Q2 | $25.4M | Buy |
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|
2021
Q1 | $6.64M | Sell |
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|
2020
Q4 | $19.4M | Buy |
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|
2020
Q3 | $1.79M | Buy |
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|
2020
Q2 | $1.57M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $815K | Sell |
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|
2019
Q3 | $37.3M | Sell |
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|
2019
Q2 | $50.2M | Buy |
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|
2019
Q1 | $50.2M | Buy |
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|
2018
Q4 | $33.9K | Sell |
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|
2018
Q3 | $41.8M | Buy |
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|
2018
Q2 | $29.7M | Buy |
|
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|
2018
Q1 | $7.04M | Buy |
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|
2017
Q4 | $5.72M | Buy |
|
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|
2017
Q3 | $4.76M | Sell |
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|
2017
Q2 | $5M | Buy |
|
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|
2017
Q1 | $3.85M | Buy |
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|
2016
Q4 | $314K | Buy |
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|
2016
Q3 | $189K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $6.96M | Buy |
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|
2014
Q4 | $5.11M | Buy |
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|
2014
Q3 | $940K | Buy |
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