Wellington Management 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 | $1.14B | Sell |
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|
2025
Q1 | $1.21B | Buy |
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|
2024
Q4 | $165M | Sell |
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|
2024
Q3 | $189M | Sell |
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|
2024
Q2 | $726M | Sell |
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|
2024
Q1 | $788M | Sell |
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|
2023
Q4 | $803M | Buy |
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|
2023
Q3 | $565M | Sell |
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|
2023
Q2 | $1B | Sell |
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|
2023
Q1 | $1.61B | Sell |
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|
2022
Q4 | $6.65B | Buy |
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|
2022
Q3 | $5.42B | Sell |
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|
2022
Q2 | $4.78B | Sell |
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|
2022
Q1 | $6.53B | Sell |
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|
2021
Q4 | $6.88B | Buy |
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|
2021
Q3 | $5.86B | Buy |
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|
2021
Q2 | $5.85B | Sell |
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|
2021
Q1 | $5.24B | Buy |
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|
2020
Q4 | $3.96B | Buy |
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|
2020
Q3 | $2.09B | Buy |
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|
2020
Q2 | $1.58B | Buy |
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|
2020
Q1 | $1.15B | Buy |
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|
2019
Q4 | $499M | Buy |
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|
2019
Q3 | $353M | Buy |
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|
2019
Q2 | $233M | Buy |
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|
2019
Q1 | $161M | Buy |
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|
2018
Q4 | $471K | Sell |
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|
2018
Q3 | $1.42M | Sell |
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|
2018
Q2 | $11.7M | Sell |
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|
2018
Q1 | $18.8M | Sell |
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|
2017
Q4 | $21.1M | Buy |
|
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|
2017
Q3 | $3.05M | Sell |
|
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|
2017
Q2 | $8.1M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.3M | Buy |
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|
2016
Q3 | $1.4M | Buy |
|
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|
2016
Q2 | $744K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $285K | Buy |
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|
2014
Q2 | $260K | Buy |
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|
2014
Q1 | $262K | Buy |
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