The first Charles Schwab trade was made in Q1 2006.
Since then Ray Dalio bought shares 25 more times and sold shares on twenty occasions. The investor sold all their shares in Q4 2024 and doesn't own any shares in Charles Schwab anymore.
Avg closing price
Price range
Sold -27.1 Thousand shares
Q4 2024
Avg closing price
$74.94
Price range
$63.35
-
$82.85
New holding (+27.1 Thousand shares)
Q3 2024
Avg closing price
$65.81
Price range
$61.74
-
$76.08
Sold -26.2 Thousand shares
Q2 2024
Avg closing price
$73.87
Price range
$70.03
-
$78.90
Sold 86.5% shares (-168 Thousand shares)
Q1 2024
Avg closing price
$65.86
Price range
$61.89
-
$72.38
Increased shares by 217.8% (+133 Thousand shares)
Q4 2023
Avg closing price
$57.75
Price range
$49.33
-
$70.98
New holding (+61.2 Thousand shares)
Q3 2023
Avg closing price
$60.44
Price range
$54.20
-
$67.94
Sold -611 Thousand shares
Q1 2023
Avg closing price
$73.23
Price range
$51.91
-
$85.62
Increased shares by 149.5% (+366 Thousand shares)
Q4 2022
Avg closing price
$77.61
Price range
$67.43
-
$83.26
Sold 47.2% shares (-219 Thousand shares)
Q3 2022
Avg closing price
$69.43
Price range
$60.57
-
$77.18
Increased shares by 47.0% (+148 Thousand shares)
Q2 2022
Avg closing price
$68.96
Price range
$59.99
-
$83.83
Sold 5.5% shares (-18.2 Thousand shares)
Q1 2022
Avg closing price
$87.96
Price range
$75.69
-
$95.53
Sold 56.0% shares (-424 Thousand shares)
Q4 2021
Avg closing price
$80.89
Price range
$73.23
-
$85.82
Increased shares by 21.8% (+136 Thousand shares)
Q3 2021
Avg closing price
$71.42
Price range
$66.68
-
$77.38
Increased shares by 63.0% (+240 Thousand shares)
Q2 2021
Avg closing price
$70.77
Price range
$63.69
-
$76.01
Increased shares by 74.0% (+162 Thousand shares)
Q1 2021