Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $8.61M | Buy |
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|
2024
Q3 | $6.41M | Buy |
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|
2024
Q2 | $7.1M | Buy |
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|
2024
Q1 | $6.68M | Buy |
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|
2023
Q4 | $6.19M | Sell |
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|
2023
Q3 | $5.45M | Buy |
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|
2023
Q2 | $3.95M | Buy |
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|
2023
Q1 | $3.46M | Buy |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $442K | Sell |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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