SQ Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $126M | Sell |
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|
2018
Q4 | $259M | Buy |
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|
2018
Q3 | $284M | Sell |
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|
2018
Q2 | $301M | Sell |
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|
2018
Q1 | $311M | Sell |
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|
2017
Q4 | $314M | Sell |
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|
2017
Q3 | $271M | Sell |
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|
2017
Q2 | $267M | Sell |
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|
2017
Q1 | $257M | Sell |
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|
2016
Q4 | $269M | Sell |
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|
2016
Q3 | $348M | Sell |
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|
2016
Q2 | $293M | Sell |
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|
2016
Q1 | $344M | Sell |
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|
2015
Q4 | $413M | Buy |
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|
2015
Q3 | $356M | Buy |
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|
2015
Q2 | $393M | Buy |
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|
2015
Q1 | $248M | Buy |
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|
2014
Q4 | $202M | Buy |
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|
2014
Q3 | $196M | Buy |
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|
2014
Q2 | $169M | Buy |
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|
2014
Q1 | $166M | Sell |
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|
2013
Q4 | $196M | Buy |
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|
2013
Q3 | $159M | Buy |
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|
2013
Q2 | $155M | Buy |
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