Vanguard Personalized Indexing 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.3M | Buy |
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|
2025
Q4 | $20M | Buy |
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|
2025
Q3 | $18.4M | Buy |
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|
2025
Q2 | $17.4M | Buy |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $9.15M | Buy |
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|
2024
Q3 | $7.15M | Buy |
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|
2024
Q2 | $7.99M | Buy |
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|
2024
Q1 | $7.31M | Buy |
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|
2023
Q4 | $5.38M | Buy |
|
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|
2023
Q3 | $4.04M | Sell |
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|
2023
Q2 | $4.22M | Buy |
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|
2023
Q1 | $3.59M | Sell |
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|
2022
Q4 | $6.15M | Buy |
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|
2022
Q3 | $4.59M | Buy |
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|
2022
Q2 | $3.53M | Buy |
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|
2022
Q1 | $4.17M | Buy |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $972K | Buy |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $230K | Buy |
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