WCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $78.4M | Buy |
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|
2019
Q2 | $71.5M | Sell |
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|
2019
Q1 | $132M | Buy |
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|
2018
Q4 | $63.3M | Buy |
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|
2018
Q3 | $69.8M | Buy |
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|
2018
Q2 | $68.7M | Buy |
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|
2018
Q1 | $58.6M | Sell |
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|
2017
Q4 | $113M | Buy |
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|
2017
Q3 | $42.9M | Buy |
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|
2017
Q2 | $38.8M | Buy |
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|
2017
Q1 | $29M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $338K | Buy |
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