Banque Pictet & Cie’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
Q4 | $14.3M | Buy |
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|
2025
Q3 | $13.6M | Sell |
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|
2025
Q2 | $13.1M | Sell |
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|
2025
Q1 | $11.3M | Sell |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $9.88M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $9.55M | Sell |
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|
2023
Q4 | $9.39M | Buy |
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|
2023
Q3 | $5.42M | Sell |
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|
2023
Q2 | $6.02M | Buy |
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|
2023
Q1 | $5.13M | Buy |
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|
2022
Q4 | $6.5M | Sell |
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|
2022
Q3 | $7.18M | Sell |
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|
2022
Q2 | $6.42K | Sell |
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|
2022
Q1 | $8.71M | Sell |
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|
2021
Q4 | $9.73M | Buy |
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|
2021
Q3 | $6.96M | Sell |
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|
2021
Q2 | $7.39M | Sell |
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|
2021
Q1 | $6.62M | Sell |
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|
2020
Q4 | $5.61M | Sell |
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|
2020
Q3 | $4.17M | Buy |
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|
2020
Q2 | $3.56M | Sell |
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|
2020
Q1 | $4.22M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $272K | Buy |
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