Azimuth Capital 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 | $301K | Hold |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $267K | Hold |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $316K | Hold |
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|
2022
Q2 | $278K | Buy |
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