Becker 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
Q3 | $71.3M | Sell |
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|
2025
Q2 | $69M | Sell |
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|
2025
Q1 | $59.2M | Sell |
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|
2024
Q4 | $57.6M | Sell |
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|
2024
Q3 | $50.8M | Buy |
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|
2024
Q2 | $57.1M | Sell |
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|
2024
Q1 | $57.1M | Sell |
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|
2023
Q4 | $54.7M | Buy |
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|
2023
Q3 | $43.3M | Sell |
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|
2023
Q2 | $44.9M | Buy |
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|
2023
Q1 | $40.8M | Buy |
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|
2022
Q4 | $61.3M | Buy |
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|
2022
Q3 | $52.3M | Sell |
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|
2022
Q2 | $46.5M | Buy |
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|
2022
Q1 | $60.8M | Sell |
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|
2021
Q4 | $61M | Sell |
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|
2021
Q3 | $55.3M | Sell |
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|
2021
Q2 | $55.7M | Sell |
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|
2021
Q1 | $50.4M | Sell |
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|
2020
Q4 | $43.4M | Sell |
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|
2020
Q3 | $30.1M | Buy |
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|
2020
Q2 | $27.5M | Sell |
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|
2020
Q1 | $28.8M | Buy |
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