Bank Pictet & Cie (Europe)’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 | $1.64M | Buy |
18,016
+1,747
| +11% | +$159K | 0.04% | 105 |
|
|
2025
Q1 | $1.27M | Buy |
+16,269
| New | +$1.27M | 0.03% | 102 |
|
|
2021
Q1 | – | Sell |
-4,698
| Closed | -$249K | – | 200 |
|
|
2020
Q4 | $249K | Sell |
4,698
-1,261
| -21% | -$66.8K | 0.01% | 156 |
|
|
2020
Q3 | $216K | Buy |
+5,959
| New | +$216K | 0.01% | 129 |
|
|
2020
Q2 | – | Sell |
-6,994
| Closed | -$235K | – | 153 |
|
|
2020
Q1 | $235K | Buy |
+6,994
| New | +$235K | 0.02% | 132 |
|