American Assets Investment 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
Q3 | $8.27M | Hold |
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|
2025
Q2 | $7.91M | Hold |
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|
2025
Q1 | $6.78M | Hold |
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|
2024
Q4 | $6.41M | Hold |
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|
2024
Q3 | $5.62M | Hold |
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|
2024
Q2 | $6.39M | Hold |
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|
2024
Q1 | $6.27M | Hold |
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|
2023
Q4 | $5.96M | Hold |
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|
2023
Q3 | $4.76M | Hold |
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|
2023
Q2 | $4.91M | Buy |
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|
2023
Q1 | $4.28M | Hold |
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|
2022
Q4 | $6.8M | Hold |
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|
2022
Q3 | $5.87M | Hold |
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|
2022
Q2 | $5.16M | Hold |
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|
2022
Q1 | $6.89M | Hold |
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|
2021
Q4 | $6.87M | Hold |
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|
2021
Q3 | $5.95M | Hold |
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|
2021
Q2 | $5.95M | Hold |
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|
2021
Q1 | $5.32M | Hold |
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|
2020
Q4 | $4.33M | Buy |
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|
2020
Q3 | $2.17M | Hold |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $672K | Hold |
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|
2019
Q4 | $951K | Buy |
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