Bridges Investment 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 | $2.16M | Sell |
23,706
-750
| -3% | -$68.4K | 0.03% | 168 |
|
|
2025
Q1 | $1.91M | Sell |
24,456
-3,740
| -13% | -$293K | 0.03% | 160 |
|
|
2024
Q4 | $2.09M | Buy |
28,196
+56
| +0.2% | +$4.15K | 0.03% | 148 |
|
|
2024
Q3 | $1.82M | Buy |
28,140
+6,085
| +28% | +$394K | 0.03% | 153 |
|
|
2024
Q2 | $1.63M | Buy |
+22,055
| New | +$1.63M | 0.02% | 150 |
|
|
2023
Q1 | – | Sell |
-21,973
| Closed | -$1.83M | – | 213 |
|
|
2022
Q4 | $1.83M | Hold |
21,973
| – | – | 0.07% | 120 |
|
|
2022
Q3 | $1.58M | Sell |
21,973
-770
| -3% | -$55.3K | 0.06% | 125 |
|
|
2022
Q2 | $1.44M | Hold |
22,743
| – | – | 0.05% | 131 |
|
|
2022
Q1 | $1.92M | Sell |
22,743
-208
| -0.9% | -$17.5K | 0.06% | 125 |
|
|
2021
Q4 | $1.93M | Sell |
22,951
-300
| -1% | -$25.2K | 0.06% | 123 |
|
|
2021
Q3 | $1.69M | Sell |
23,251
-8,221
| -26% | -$599K | 0.05% | 129 |
|
|
2021
Q2 | $2.29M | Sell |
31,472
-30,817
| -49% | -$2.24M | 0.07% | 119 |
|
|
2021
Q1 | $4.06M | Sell |
62,289
-10,467
| -14% | -$682K | 0.12% | 92 |
|
|
2020
Q4 | $3.86M | Sell |
72,756
-201,839
| -74% | -$10.7M | 0.12% | 87 |
|
|
2020
Q3 | $9.95M | Sell |
274,595
-143,353
| -34% | -$5.19M | 0.34% | 61 |
|
|
2020
Q2 | $14.1M | Sell |
417,948
-7,736
| -2% | -$261K | 0.51% | 50 |
|
|
2020
Q1 | $14.3M | Buy |
425,684
+54,855
| +15% | +$1.84M | 0.65% | 42 |
|
|
2019
Q4 | $17.6M | Sell |
370,829
-24,794
| -6% | -$1.18M | 0.65% | 42 |
|
|
2019
Q3 | $16.5M | Buy |
395,623
+101,493
| +35% | +$4.25M | 0.63% | 42 |
|
|
2019
Q2 | $11.8M | Buy |
294,130
+106,122
| +56% | +$4.27M | 0.45% | 52 |
|
|
2019
Q1 | $8.04M | Buy |
+188,008
| New | +$8.04M | 0.33% | 71 |
|