Truist Financial’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 | $162M | Sell |
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2025
Q1 | $143M | Sell |
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2024
Q4 | $141M | Buy |
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2024
Q3 | $119M | Sell |
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2024
Q2 | $307M | Sell |
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2024
Q1 | $308M | Sell |
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2023
Q4 | $296M | Sell |
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2023
Q3 | $242M | Buy |
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2023
Q2 | $250M | Buy |
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2023
Q1 | $94M | Buy |
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2022
Q4 | $127M | Sell |
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2022
Q3 | $113M | Sell |
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2022
Q2 | $100M | Buy |
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2022
Q1 | $112M | Buy |
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2021
Q4 | $110M | Sell |
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2021
Q3 | $99.9M | Sell |
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2021
Q2 | $106M | Sell |
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2021
Q1 | $101M | Sell |
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2020
Q4 | $83M | Sell |
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2020
Q3 | $58.6M | Sell |
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2020
Q2 | $59.6M | Sell |
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2020
Q1 | $60.4M | Sell |
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2019
Q4 | $96.2M | Buy |
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2019
Q3 | $4.94M | Buy |
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2019
Q2 | $2.93M | Buy |
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2019
Q1 | $2.42M | Buy |
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2018
Q4 | $2.31M | Buy |
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2018
Q3 | $2.7M | Sell |
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2018
Q2 | $3.1M | Sell |
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2018
Q1 | $3.25M | Sell |
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2017
Q4 | $3.31M | Sell |
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2017
Q3 | $2.92M | Sell |
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2017
Q2 | $3.17M | Sell |
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2017
Q1 | $3.07M | Sell |
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2016
Q4 | $3.07M | Sell |
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2016
Q3 | $2.51M | Buy |
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2016
Q2 | $1.89M | Buy |
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2016
Q1 | $1.94M | Buy |
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2015
Q4 | $1.72M | Sell |
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2015
Q3 | $1.54M | Sell |
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2015
Q2 | $1.95M | Sell |
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2015
Q1 | $1.97M | Sell |
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2014
Q4 | $2.02M | Sell |
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2014
Q3 | $2.03M | Sell |
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2014
Q2 | $2.01M | Sell |
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2014
Q1 | $2.38M | Sell |
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2013
Q4 | $3.35M | Sell |
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2013
Q3 | $3.64M | Sell |
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2013
Q2 | $5.16M | Buy |
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