Westfield Capital 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
2024
Q3
Sell
2024
Q2
$80M Buy
2024
Q1
$67.3M Buy
2023
Q4
$55.9M Buy
2022
Q2
Sell
2022
Q1
$62.3M Buy
2021
Q4
$61.2M Buy
2017
Q3
Sell
2017
Q2
$97.9M Sell
2017
Q1
$103M Buy
2016
Q4
$58.6M Buy
2016
Q3
Sell
2016
Q2
$57.8M Sell
2016
Q1
$73.9M Sell
2015
Q4
$96.2M Sell
2015
Q3
$86.1M Buy