Beach Investment Counsel’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
Q1 | $208K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $551K | Hold |
|
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|
2024
Q1 | $514K | Hold |
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|
2023
Q4 | $514K | Hold |
|
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|
2023
Q3 | $411K | Hold |
|
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $411K | Hold |
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|
2022
Q4 | $653K | Hold |
|
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|
2022
Q3 | $563K | Hold |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $584K | Buy |
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|
2021
Q4 | $483K | Hold |
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|
2021
Q3 | $418K | Hold |
|
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|
2021
Q2 | $418K | Hold |
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|
2021
Q1 | $374K | Hold |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $208K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Sell |
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|
2019
Q3 | $244K | Hold |
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|
2019
Q2 | $234K | Hold |
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|
2019
Q1 | $249K | Hold |
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|
2018
Q4 | $272K | Hold |
|
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|
2018
Q3 | $286K | Hold |
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|
2018
Q2 | $298K | Hold |
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|
2018
Q1 | $304K | Hold |
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|
2017
Q4 | $299K | Hold |
|
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|
2017
Q3 | $255K | Hold |
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|
2017
Q2 | $250K | Hold |
|
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|
2017
Q1 | $238K | Hold |
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|
2016
Q4 | $230K | Buy |
|