Americana Partners’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 | $9.83M | Buy |
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|
2025
Q2 | $8.94M | Sell |
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|
2025
Q1 | $8.23M | Sell |
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|
2024
Q4 | $7.78M | Buy |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $6.64M | Buy |
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|
2024
Q1 | $3.91M | Sell |
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|
2023
Q4 | $2.82M | Buy |
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|
2023
Q3 | $2.49M | Sell |
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|
2023
Q2 | $3.26M | Buy |
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|
2023
Q1 | $2.36M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $639K | Buy |
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|
2022
Q2 | $543K | Buy |
|