Azimuth Capital Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
3,149
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $247K | Sell |
3,149
-470
| -13% | -$36.8K | 0.01% | 283 |
|
|
2024
Q4 | $268K | Hold |
3,619
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $235K | Hold |
3,619
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $267K | Hold |
3,619
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $262K | Sell |
3,619
-96
| -3% | -$6.95K | 0.01% | 281 |
|
|
2023
Q4 | $256K | Buy |
+3,715
| New | +$256K | 0.01% | 277 |
|
|
2023
Q1 | – | Sell |
-4,250
| Closed | -$354K | – | 311 |
|
|
2022
Q4 | $354K | Sell |
4,250
-150
| -3% | -$12.5K | 0.02% | 269 |
|
|
2022
Q3 | $316K | Hold |
4,400
| – | – | 0.02% | 268 |
|
|
2022
Q2 | $278K | Buy |
+4,400
| New | +$278K | 0.01% | 286 |
|