Biechele Royce Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.6M | Buy |
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|
2024
Q2 | $14.1M | Buy |
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|
2024
Q1 | $12.5M | Buy |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $7.9M | Buy |
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|
2023
Q2 | $6.67M | Buy |
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|
2023
Q1 | $6.11M | Sell |
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|
2022
Q4 | $10M | Sell |
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|
2022
Q3 | $8.8M | Buy |
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|
2022
Q2 | $7.05M | Buy |
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|
2022
Q1 | $8.81M | Sell |
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|
2021
Q4 | $9.12M | Sell |
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|
2021
Q3 | $8.06M | Sell |
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|
2021
Q2 | $8.12M | Buy |
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|
2021
Q1 | $7.2M | Sell |
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|
2020
Q4 | $5.94M | Sell |
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|
2020
Q3 | $4.07M | Sell |
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|
2020
Q2 | $3.83M | Buy |
|