Beck Mack & Oliver’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 | $192M | Sell |
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|
2025
Q1 | $170M | Buy |
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|
2024
Q4 | $157M | Buy |
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|
2024
Q3 | $136M | Buy |
|
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|
2024
Q2 | $151M | Sell |
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|
2024
Q1 | $149M | Buy |
|
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|
2023
Q4 | $133M | Buy |
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|
2023
Q3 | $103M | Buy |
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|
2023
Q2 | $105M | Buy |
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|
2023
Q1 | $86.6M | Buy |
|
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|
2022
Q4 | $127M | Sell |
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|
2022
Q3 | $110M | Sell |
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|
2022
Q2 | $96.7M | Buy |
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|
2022
Q1 | $128M | Buy |
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|
2021
Q4 | $127M | Buy |
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|
2021
Q3 | $108M | Buy |
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|
2021
Q2 | $107M | Buy |
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|
2021
Q1 | $93.2M | Sell |
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|
2020
Q4 | $79.2M | Buy |
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|
2020
Q3 | $53.6M | Buy |
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|
2020
Q2 | $41.5M | Buy |
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|
2020
Q1 | $39M | Buy |
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|
2019
Q4 | $45.9M | Buy |
|
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|
2019
Q3 | $21.4M | Buy |
|
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|
2019
Q2 | $232K | Buy |
|
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|
2019
Q1 | $218K | Hold |
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|
2018
Q4 | $212K | Hold |
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|
2018
Q3 | $251K | Hold |
|
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|
2018
Q2 | $261K | Hold |
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|
2018
Q1 | $266K | Hold |
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|
2017
Q4 | $262K | Hold |
|
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|
2017
Q3 | $223K | Hold |
|
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|
2017
Q2 | $219K | Hold |
|
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|
2017
Q1 | $208K | Hold |
|
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|
2016
Q4 | $201K | Buy |
|