Sumitomo Life Insurance’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
13,315
-774
| -5% | -$70.6K | 0.08% | 155 |
|
|
2025
Q1 | $1.1M | Sell |
14,089
-144
| -1% | -$11.3K | 0.04% | 175 |
|
|
2024
Q4 | $1.05M | Sell |
14,233
-433
| -3% | -$32K | 0.02% | 185 |
|
|
2024
Q3 | $951K | Buy |
14,666
+396
| +3% | +$25.7K | 0.02% | 197 |
|
|
2024
Q2 | $1.05M | Sell |
14,270
-1,789
| -11% | -$132K | 0.02% | 175 |
|
|
2024
Q1 | $1.16M | Sell |
16,059
-706
| -4% | -$51.1K | 0.03% | 174 |
|
|
2023
Q4 | $1.15M | Sell |
16,765
-829
| -5% | -$57K | 0.04% | 164 |
|
|
2023
Q3 | $966K | Sell |
17,594
-243
| -1% | -$13.3K | 0.03% | 175 |
|
|
2023
Q2 | $1.01M | Sell |
17,837
-1,680
| -9% | -$95.2K | 0.04% | 180 |
|
|
2023
Q1 | $1.02M | Sell |
19,517
-9,671
| -33% | -$506K | 0.09% | 177 |
|
|
2022
Q4 | $2.43M | Sell |
29,188
-264
| -0.9% | -$22K | 0.18% | 66 |
|
|
2022
Q3 | $2.12M | Sell |
29,452
-3,519
| -11% | -$253K | 0.09% | 73 |
|
|
2022
Q2 | $2.08M | Buy |
32,971
+567
| +2% | +$35.8K | 0.06% | 90 |
|
|
2022
Q1 | $2.73M | Sell |
32,404
-518
| -2% | -$43.7K | 0.07% | 80 |
|
|
2021
Q4 | $2.77M | Sell |
32,922
-970
| -3% | -$81.6K | 0.07% | 84 |
|
|
2021
Q3 | $2.47M | Sell |
33,892
-1,433
| -4% | -$104K | 0.07% | 92 |
|
|
2021
Q2 | $2.57M | Sell |
35,325
-5,499
| -13% | -$400K | 0.08% | 87 |
|
|
2021
Q1 | $2.66M | Sell |
40,824
-1,686
| -4% | -$110K | 0.11% | 88 |
|
|
2020
Q4 | $2.26M | Sell |
42,510
-5,456
| -11% | -$289K | 0.1% | 108 |
|
|
2020
Q3 | $1.74M | Sell |
47,966
-2,019
| -4% | -$73.2K | 0.08% | 139 |
|
|
2020
Q2 | $1.69M | Sell |
49,985
-4,210
| -8% | -$142K | 0.09% | 134 |
|
|
2020
Q1 | $1.82M | Buy |
54,195
+729
| +1% | +$24.5K | 0.13% | 110 |
|
|
2019
Q4 | $2.54M | Buy |
53,466
+3,012
| +6% | +$143K | 0.29% | 101 |
|
|
2019
Q3 | $2.11M | Sell |
50,454
-6,446
| -11% | -$270K | 0.27% | 107 |
|
|
2019
Q2 | $2.29M | Buy |
56,900
+2,296
| +4% | +$92.3K | 0.27% | 103 |
|
|
2019
Q1 | $2.34M | Sell |
54,604
-6,200
| -10% | -$265K | 0.31% | 96 |
|
|
2018
Q4 | $2.53M | Buy |
60,804
+1,467
| +2% | +$60.9K | 0.35% | 85 |
|
|
2018
Q3 | $2.92M | Sell |
59,337
-1,011
| -2% | -$49.7K | 0.35% | 86 |
|
|
2018
Q2 | $3.08M | Buy |
60,348
+2,436
| +4% | +$124K | 0.38% | 84 |
|
|
2018
Q1 | $3.02M | Sell |
57,912
-2,516
| -4% | -$131K | 0.4% | 79 |
|
|
2017
Q4 | $3.1M | Sell |
60,428
-15,778
| -21% | -$810K | 0.39% | 78 |
|
|
2017
Q3 | $3.33M | Sell |
76,206
-1,403
| -2% | -$61.4K | 0.42% | 72 |
|
|
2017
Q2 | $3.33M | Buy |
77,609
+29,944
| +63% | +$1.29M | 0.43% | 65 |
|
|
2017
Q1 | $1.95M | Sell |
47,665
-2,960
| -6% | -$121K | 0.27% | 111 |
|
|
2016
Q4 | $2M | Buy |
50,625
+4,005
| +9% | +$158K | 0.28% | 112 |
|
|
2016
Q3 | $1.47M | Sell |
46,620
-5,597
| -11% | -$177K | 0.22% | 156 |
|
|
2016
Q2 | $1.32M | Sell |
52,217
-1,838
| -3% | -$46.5K | 0.18% | 194 |
|
|
2016
Q1 | $1.52M | Sell |
54,055
-1,638
| -3% | -$45.9K | 0.2% | 167 |
|
|
2015
Q4 | $1.83M | Sell |
55,693
-1,328
| -2% | -$43.7K | 0.23% | 145 |
|
|
2015
Q3 | $1.63M | Buy |
57,021
+23,526
| +70% | +$672K | 0.22% | 162 |
|
|
2015
Q2 | $1.09M | Sell |
33,495
-4,143
| -11% | -$135K | 0.13% | 237 |
|
|
2015
Q1 | $1.15M | Sell |
37,638
-3,982
| -10% | -$121K | 0.13% | 243 |
|
|
2014
Q4 | $1.26M | Sell |
41,620
-2,340
| -5% | -$70.7K | 0.12% | 248 |
|
|
2014
Q3 | $1.29M | Sell |
43,960
-1,166
| -3% | -$34.3K | 0.13% | 252 |
|
|
2014
Q2 | $1.22M | Buy |
+45,126
| New | +$1.22M | 0.12% | 253 |
|