Waddell & Reed 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $27.7M | Sell |
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|
2018
Q4 | $58.9M | Sell |
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|
2018
Q3 | $85.1M | Sell |
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|
2018
Q2 | $174M | Sell |
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|
2018
Q1 | $344M | Sell |
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|
2017
Q4 | $351M | Buy |
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|
2017
Q3 | $286M | Buy |
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|
2017
Q2 | $273M | Sell |
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|
2017
Q1 | $260M | Buy |
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|
2016
Q4 | $148M | Buy |
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|
2016
Q3 | $112M | Sell |
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|
2016
Q2 | $91.7M | Sell |
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|
2016
Q1 | $131M | Sell |
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|
2015
Q4 | $161M | Buy |
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|
2015
Q3 | $138M | Buy |
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|
2015
Q2 | $138M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $90.8M | Buy |
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