UBS 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 | $826M | Sell |
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|
2025
Q1 | $794M | Buy |
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|
2024
Q4 | $390M | Buy |
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|
2024
Q3 | $291M | Buy |
|
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|
2024
Q2 | $218M | Sell |
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|
2024
Q1 | $336M | Buy |
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|
2023
Q4 | $130M | Sell |
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|
2023
Q3 | $230M | Sell |
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|
2023
Q2 | $277M | Buy |
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|
2023
Q1 | $219M | Buy |
|
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|
2022
Q4 | $100M | Sell |
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|
2022
Q3 | $102M | Sell |
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|
2022
Q2 | $224M | Buy |
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|
2022
Q1 | $137M | Sell |
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|
2021
Q4 | $141M | Buy |
|
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|
2021
Q3 | $88.3M | Sell |
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|
2021
Q2 | $108M | Sell |
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|
2021
Q1 | $99M | Sell |
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|
2020
Q4 | $125M | Buy |
|
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|
2020
Q3 | $29.7M | Sell |
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|
2020
Q2 | $36.3M | Sell |
|
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|
2020
Q1 | $47.7M | Buy |
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|
2019
Q4 | $52.3M | Sell |
|
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|
2019
Q3 | $58.5M | Buy |
|
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|
2019
Q2 | $46.8M | Sell |
|
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|
2019
Q1 | $61M | Buy |
|
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|
2018
Q4 | $59.1M | Sell |
|
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|
2018
Q3 | $118M | Buy |
|
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|
2018
Q2 | $113M | Sell |
|
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|
2018
Q1 | $119M | Sell |
|
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|
2017
Q4 | $130M | Buy |
|
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|
2017
Q3 | $100M | Buy |
|
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|
2017
Q2 | $93M | Buy |
|
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|
2017
Q1 | $55.8M | Buy |
|
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|
2016
Q4 | $53.4M | Sell |
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|
2016
Q3 | $48.8M | Buy |
|
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|
2016
Q2 | $34.6M | Sell |
|
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|
2016
Q1 | $42.5M | Sell |
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|
2015
Q4 | $79.9M | Buy |
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|
2015
Q3 | $61.7M | Sell |
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|
2015
Q2 | $75.6M | Sell |
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|
2015
Q1 | $78.2M | Buy |
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|
2014
Q4 | $53.8M | Buy |
|