Yacktman Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417M | Sell |
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|
2025
Q1 | $369M | Sell |
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|
2024
Q4 | $361M | Sell |
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|
2024
Q3 | $350M | Sell |
|
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|
2024
Q2 | $435M | Sell |
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|
2024
Q1 | $454M | Sell |
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|
2023
Q4 | $435M | Sell |
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|
2023
Q3 | $349M | Sell |
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|
2023
Q2 | $361M | Buy |
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|
2023
Q1 | $330M | Buy |
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|
2022
Q4 | $357M | Buy |
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|
2022
Q3 | $257M | Buy |
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|
2022
Q2 | $220M | Buy |
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|
2022
Q1 | $292M | Sell |
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|
2021
Q4 | $294M | Buy |
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|
2021
Q3 | $253M | Sell |
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|
2021
Q2 | $253M | Sell |
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|
2021
Q1 | $228M | Buy |
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|
2020
Q4 | $184M | Buy |
|
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|
2020
Q3 | $1.6M | Sell |
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|
2020
Q2 | $2.02M | Sell |
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|
2020
Q1 | $2.15M | Buy |
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|
2019
Q4 | $1.63M | Sell |
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|
2019
Q3 | $1.45M | Hold |
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|
2019
Q2 | $1.4M | Buy |
|