Becker Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69M | Sell |
755,839
-347
| -0% | -$31.7K | 2.15% | 7 |
|
|
2025
Q1 | $59.2M | Sell |
756,186
-21,920
| -3% | -$1.72M | 1.95% | 8 |
|
|
2024
Q4 | $57.6M | Sell |
778,106
-6,428
| -0.8% | -$476K | 1.88% | 9 |
|
|
2024
Q3 | $50.8M | Buy |
784,534
+9,673
| +1% | +$627K | 1.65% | 11 |
|
|
2024
Q2 | $57.1M | Sell |
774,861
-13,814
| -2% | -$1.02M | 1.96% | 8 |
|
|
2024
Q1 | $57.1M | Sell |
788,675
-5,746
| -0.7% | -$416K | 1.96% | 7 |
|
|
2023
Q4 | $54.7M | Buy |
794,421
+6,621
| +0.8% | +$456K | 1.97% | 8 |
|
|
2023
Q3 | $43.3M | Sell |
787,800
-4,102
| -0.5% | -$225K | 1.72% | 11 |
|
|
2023
Q2 | $44.9M | Buy |
791,902
+12,500
| +2% | +$709K | 1.7% | 9 |
|
|
2023
Q1 | $40.8M | Buy |
779,402
+43,243
| +6% | +$2.27M | 1.61% | 9 |
|
|
2022
Q4 | $61.3M | Buy |
736,159
+7,850
| +1% | +$654K | 2.86% | 3 |
|
|
2022
Q3 | $52.3M | Sell |
728,309
-6,884
| -0.9% | -$495K | 2.75% | 3 |
|
|
2022
Q2 | $46.5M | Buy |
735,193
+14,367
| +2% | +$908K | 2.24% | 3 |
|
|
2022
Q1 | $60.8M | Sell |
720,826
-4,487
| -0.6% | -$378K | 2.45% | 3 |
|
|
2021
Q4 | $61M | Sell |
725,313
-33,814
| -4% | -$2.84M | 2.41% | 4 |
|
|
2021
Q3 | $55.3M | Sell |
759,127
-5,383
| -0.7% | -$392K | 2.33% | 5 |
|
|
2021
Q2 | $55.7M | Sell |
764,510
-8,193
| -1% | -$597K | 2.36% | 4 |
|
|
2021
Q1 | $50.4M | Sell |
772,703
-46,335
| -6% | -$3.02M | 2.27% | 4 |
|
|
2020
Q4 | $43.4M | Sell |
819,038
-11,946
| -1% | -$634K | 2.15% | 5 |
|
|
2020
Q3 | $30.1M | Buy |
830,984
+14,814
| +2% | +$537K | 1.67% | 17 |
|
|
2020
Q2 | $27.5M | Sell |
816,170
-41,060
| -5% | -$1.39M | 1.56% | 20 |
|
|
2020
Q1 | $28.8M | Buy |
+857,230
| New | +$28.8M | 1.75% | 15 |
|