UBS’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $32.4M | Buy |
1,102,530
+71,279
| +7% | +$2.09M | 0.02% | 552 |
|
|
2014
Q2 | $27.8M | Sell |
1,031,251
-114,024
| -10% | -$3.07M | 0.02% | 581 |
|
|
2014
Q1 | $31.3M | Sell |
1,145,275
-79,865
| -7% | -$2.18M | 0.03% | 487 |
|
|
2013
Q4 | $31.9M | Sell |
1,225,140
-160,033
| -12% | -$4.16M | 0.03% | 447 |
|
|
2013
Q3 | $29.3M | Buy |
1,385,173
+273,951
| +25% | +$5.79M | 0.03% | 446 |
|
|
2013
Q2 | $23.6M | Buy |
+1,111,222
| New | +$23.6M | 0.03% | 463 |
|