Timucuan Asset Management’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 | $292M | Sell |
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2025
Q1 | $256M | Sell |
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2024
Q4 | $243M | Buy |
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2024
Q3 | $213M | Buy |
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2024
Q2 | $239M | Buy |
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2024
Q1 | $235M | Buy |
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2023
Q4 | $216M | Buy |
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2023
Q3 | $126M | Sell |
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2023
Q2 | $130M | Buy |
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2023
Q1 | $113M | Buy |
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2022
Q4 | $144M | Sell |
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2022
Q3 | $125M | Sell |
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2022
Q2 | $110M | Buy |
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2022
Q1 | $142M | Sell |
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2021
Q4 | $155M | Buy |
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2021
Q3 | $133M | Sell |
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2021
Q2 | $134M | Sell |
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2021
Q1 | $121M | Sell |
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2020
Q4 | $99.1M | Buy |
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2020
Q3 | $67.6M | Buy |
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2020
Q2 | $57.9M | Buy |
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2020
Q1 | $52.9M | Buy |
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