Zurich Insurance 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 | $123M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.66M | Hold |
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|
2023
Q3 | $2.12M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $93.7M | Buy |
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|
2022
Q3 | $70.9M | Buy |
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|
2022
Q2 | $17.9M | Sell |
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|
2022
Q1 | $32.8M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $9.99M | Sell |
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|
2019
Q3 | $8.97M | Buy |
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|
2019
Q2 | $8.34M | Sell |
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|
2019
Q1 | $12.1M | Buy |
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|
2018
Q4 | $9.82M | Buy |
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|
2018
Q3 | $9.38M | Sell |
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|
2018
Q2 | $12.5M | Sell |
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|
2018
Q1 | $14.3M | Buy |
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|
2017
Q4 | $11.3M | Buy |
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|
2017
Q3 | $6.91M | Sell |
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|
2017
Q2 | $9.36M | Buy |
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|
2017
Q1 | $8.11M | Buy |
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|
2016
Q4 | $6.46M | Sell |
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|
2016
Q3 | $6.3M | Buy |
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|
2016
Q2 | $3.89M | Sell |
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|
2016
Q1 | $6.18M | Sell |
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|
2015
Q4 | $10.1M | Sell |
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|
2015
Q3 | $11.5M | Buy |
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