Theleme Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
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2024
Q3 | $272M | Sell |
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2024
Q2 | $339M | Sell |
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2024
Q1 | $367M | Sell |
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2023
Q4 | $387M | Sell |
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2023
Q3 | $374M | Buy |
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2023
Q2 | $343M | Buy |
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2023
Q1 | $190M | Buy |
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2022
Q4 | $236M | Buy |
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2022
Q3 | $160M | Buy |
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2022
Q2 | $95.1M | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $141M | Sell |
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2019
Q2 | $173M | Sell |
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2019
Q1 | $288M | Sell |
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2018
Q4 | $420M | Sell |
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2018
Q3 | $510M | Sell |
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2018
Q2 | $547M | Sell |
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2018
Q1 | $745M | Buy |
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2017
Q4 | $689M | Buy |
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2017
Q3 | $493M | Sell |
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2017
Q2 | $542M | Sell |
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2017
Q1 | $557M | Buy |
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2016
Q4 | $510M | Sell |
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2016
Q3 | $419M | Buy |
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2016
Q2 | $323M | Buy |
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2016
Q1 | $332M | Buy |
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2015
Q4 | $341M | Sell |
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2015
Q3 | $307M | Sell |
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2015
Q2 | $389M | Buy |
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2015
Q1 | $351M | Sell |
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2014
Q4 | $362M | Buy |
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2014
Q3 | $338M | Buy |
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2014
Q2 | $278M | Buy |
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2014
Q1 | $220M | Buy |
|
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2013
Q4 | $164M | Buy |
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2013
Q3 | $129M | Buy |
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2013
Q2 | $126M | Buy |
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