Alpine Woods Capital Investors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$584K Buy
2018
Q1
Sell
2017
Q4
$411K Hold
2017
Q3
$350K Hold
2017
Q2
$344K Buy
2017
Q1
$286K Hold
2016
Q4
$276K Hold
2016
Q3
$221K Sell
2016
Q2
$228K Buy