Basswood Capital 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 | $42.9M | Sell |
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|
2025
Q1 | $41.2M | Buy |
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|
2024
Q4 | $22.7M | Buy |
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|
2024
Q3 | $9.49M | Sell |
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|
2024
Q2 | $19M | Sell |
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|
2024
Q1 | $43.6M | Buy |
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|
2023
Q4 | $36.4M | Sell |
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|
2023
Q3 | $30.4M | Sell |
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|
2023
Q2 | $35.9M | Buy |
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|
2023
Q1 | $14M | Buy |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $11.3M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $859K | Sell |
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|
2020
Q2 | $5.69M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $5.25M | Hold |
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|
2013
Q2 | $5.28M | Buy |
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