Sumitomo Mitsui Trust 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 | $357M | Buy |
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|
2025
Q1 | $300M | Buy |
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|
2024
Q4 | $262M | Buy |
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|
2024
Q3 | $217M | Buy |
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|
2024
Q2 | $243M | Sell |
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|
2024
Q1 | $273M | Buy |
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|
2023
Q4 | $259M | Sell |
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|
2023
Q3 | $208M | Sell |
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|
2023
Q2 | $220M | Sell |
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|
2023
Q1 | $235M | Buy |
|
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|
2022
Q4 | $370M | Sell |
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|
2022
Q3 | $323M | Buy |
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|
2022
Q2 | $272M | Buy |
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|
2022
Q1 | $347M | Buy |
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|
2021
Q4 | $337M | Sell |
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|
2021
Q3 | $306M | Sell |
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|
2021
Q2 | $377M | Sell |
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|
2021
Q1 | $399M | Sell |
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|
2020
Q4 | $334M | Buy |
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|
2020
Q3 | $204M | Buy |
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|
2020
Q2 | $174M | Sell |
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|
2020
Q1 | $187M | Buy |
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|
2019
Q4 | $248M | Sell |
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|
2019
Q3 | $220M | Sell |
|
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|
2019
Q2 | $213M | Sell |
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|
2019
Q1 | $232M | Sell |
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|
2018
Q4 | $225M | Buy |
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|
2018
Q3 | $231M | Buy |
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|
2018
Q2 | $230M | Buy |
|
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|
2018
Q1 | $218M | Buy |
|
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|
2017
Q4 | $208M | Buy |
|
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|
2017
Q3 | $167M | Buy |
|
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|
2017
Q2 | $163M | Buy |
|
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|
2017
Q1 | $141M | Buy |
|
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|
2016
Q4 | $135M | Buy |
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|
2016
Q3 | $105M | Buy |
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|
2016
Q2 | $84.4M | Sell |
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|
2016
Q1 | $94M | Buy |
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|
2015
Q4 | $108M | Buy |
|
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|
2015
Q3 | $92.5M | Buy |
|
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|
2015
Q2 | $99.2M | Buy |
|
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|
2015
Q1 | $92.2M | Buy |
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|
2014
Q4 | $83.1M | Sell |
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|
2014
Q3 | $84.9M | Sell |
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|
2014
Q2 | $78M | Sell |
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|
2014
Q1 | $94.6M | Sell |
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|
2013
Q4 | $90M | Sell |
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|
2013
Q3 | $75M | Sell |
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|
2013
Q2 | $76.1M | Buy |
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