Westpac Banking Corp’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8M | Sell |
96,443
-14,556
| -13% | -$1.33M | 0.59% | 33 |
|
|
2025
Q1 | $8.69M | Buy |
110,999
+47,981
| +76% | +$3.76M | 0.64% | 31 |
|
|
2024
Q4 | $4.66M | Sell |
63,018
-44,022
| -41% | -$3.26M | 0.31% | 76 |
|
|
2024
Q3 | $6.94M | Sell |
107,040
-29,995
| -22% | -$1.94M | 0.47% | 46 |
|
|
2024
Q2 | $10.1M | Buy |
137,035
+23,331
| +21% | +$1.72M | 0.8% | 22 |
|
|
2024
Q1 | $8.23M | Sell |
113,704
-10,197
| -8% | -$738K | 0.63% | 33 |
|
|
2023
Q4 | $8.52M | Buy |
123,901
+26,726
| +28% | +$1.84M | 0.7% | 29 |
|
|
2023
Q3 | $5.33M | Sell |
97,175
-64,941
| -40% | -$3.57M | 0.4% | 56 |
|
|
2023
Q2 | $9.19M | Sell |
162,116
-474,330
| -75% | -$26.9M | 0.65% | 29 |
|
|
2023
Q1 | $33.3M | Sell |
636,446
-340,411
| -35% | -$17.8M | 0.45% | 34 |
|
|
2022
Q4 | $81.3M | Sell |
976,857
-229,882
| -19% | -$19.1M | 1.2% | 7 |
|
|
2022
Q3 | $86.7M | Sell |
1,206,739
-118,665
| -9% | -$8.53M | 1.32% | 6 |
|
|
2022
Q2 | $83.7M | Buy |
1,325,404
+116,116
| +10% | +$7.34M | 1.09% | 8 |
|
|
2022
Q1 | $102M | Sell |
1,209,288
-134,275
| -10% | -$11.3M | 1.17% | 7 |
|
|
2021
Q4 | $113M | Buy |
1,343,563
+7,742
| +0.6% | +$651K | 1.17% | 8 |
|
|
2021
Q3 | $97.3M | Sell |
1,335,821
-86,543
| -6% | -$6.3M | 1.04% | 8 |
|
|
2021
Q2 | $104M | Sell |
1,422,364
-58,691
| -4% | -$4.27M | 1.04% | 9 |
|
|
2021
Q1 | $96.5M | Sell |
1,481,055
-245,033
| -14% | -$16M | 1.07% | 10 |
|
|
2020
Q4 | $91.6M | Buy |
1,726,088
+900,468
| +109% | +$47.8M | 1.04% | 10 |
|
|
2020
Q3 | $29.9M | Buy |
825,620
+269,930
| +49% | +$9.78M | 0.41% | 48 |
|
|
2020
Q2 | $18.7M | Sell |
555,690
-227,069
| -29% | -$7.66M | 0.28% | 92 |
|
|
2020
Q1 | $26.3M | Buy |
782,759
+56,313
| +8% | +$1.89M | 0.45% | 42 |
|
|
2019
Q4 | $34.5M | Buy |
726,446
+605,759
| +502% | +$28.8M | 0.44% | 40 |
|
|
2019
Q3 | $5.05M | Sell |
120,687
-222,433
| -65% | -$9.3M | 0.07% | 366 |
|
|
2019
Q2 | $13.8M | Sell |
343,120
-58,259
| -15% | -$2.34M | 0.21% | 126 |
|
|
2019
Q1 | $17.2M | Buy |
401,379
+158,167
| +65% | +$6.76M | 0.28% | 95 |
|
|
2018
Q4 | $10.1M | Sell |
243,212
-237,872
| -49% | -$9.88M | 0.17% | 161 |
|
|
2018
Q3 | $23.6M | Sell |
481,084
-76,208
| -14% | -$3.75M | 0.41% | 58 |
|
|
2018
Q2 | $28.5M | Buy |
557,292
+106,108
| +24% | +$5.42M | 0.55% | 32 |
|
|
2018
Q1 | $23.6M | Buy |
451,184
+77,492
| +21% | +$4.05M | 0.47% | 52 |
|
|
2017
Q4 | $19.2M | Buy |
373,692
+110,308
| +42% | +$5.67M | 0.44% | 53 |
|
|
2017
Q3 | $11.5M | Buy |
263,384
+97,623
| +59% | +$4.27M | 0.25% | 100 |
|
|
2017
Q2 | $7.12M | Sell |
165,761
-42,200
| -20% | -$1.81M | 0.16% | 177 |
|
|
2017
Q1 | $8.49M | Buy |
207,961
+30,095
| +17% | +$1.23M | 0.07% | 286 |
|
|
2016
Q4 | $7.33M | Buy |
177,866
+87,878
| +98% | +$3.62M | 0.07% | 294 |
|
|
2016
Q3 | $2.84M | Buy |
89,988
+5,788
| +7% | +$183K | 0.03% | 413 |
|
|
2016
Q2 | $2.02M | Buy |
84,200
+32,676
| +63% | +$784K | 0.02% | 498 |
|
|
2016
Q1 | $1.44M | Buy |
51,524
+4,084
| +9% | +$114K | 0.02% | 507 |
|
|
2015
Q4 | $1.56M | Sell |
47,440
-415
| -0.9% | -$13.7K | 0.02% | 497 |
|
|
2015
Q3 | $1.37M | Buy |
47,855
+40,280
| +532% | +$1.15M | 0.02% | 485 |
|
|
2015
Q2 | $247K | Sell |
7,575
-61,134
| -89% | -$2M | ﹤0.01% | 640 |
|
|
2015
Q1 | $2.35M | Sell |
68,709
-5,045
| -7% | -$172K | 0.02% | 483 |
|
|
2014
Q4 | $2.23M | Sell |
73,754
-4,857
| -6% | -$147K | 0.02% | 485 |
|
|
2014
Q3 | $2.31M | Buy |
78,611
+429
| +0.5% | +$12.6K | 0.02% | 474 |
|
|
2014
Q2 | $2.11M | Sell |
78,182
-318
| -0.4% | -$8.56K | 0.02% | 500 |
|
|
2014
Q1 | $2.15M | Buy |
78,500
+5,800
| +8% | +$159K | 0.02% | 466 |
|
|
2013
Q4 | $1.89M | Sell |
72,700
-92
| -0.1% | -$2.39K | 0.02% | 493 |
|
|
2013
Q3 | $1.54M | Sell |
72,792
-2,001
| -3% | -$42.3K | 0.02% | 488 |
|
|
2013
Q2 | $1.5M | Buy |
+74,793
| New | +$1.5M | 0.02% | 466 |
|