Avity 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
Q2 | $201K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $22.9M | Buy |
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|
2019
Q1 | $24.2M | Buy |
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|
2018
Q4 | $23.4M | Buy |
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|
2018
Q3 | $27.2M | Buy |
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|
2018
Q2 | $27.9M | Sell |
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|
2018
Q1 | $30M | Sell |
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|
2017
Q4 | $31M | Sell |
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|
2017
Q3 | $27.5M | Sell |
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|
2017
Q2 | $27.4M | Buy |
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|
2017
Q1 | $24.5M | Sell |
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|
2016
Q4 | $24.5M | Sell |
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|
2016
Q3 | $20.6M | Buy |
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|
2016
Q2 | $15.8M | Buy |
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|
2016
Q1 | $13.8M | Buy |
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