Bridges Investment 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 | $1.93M | Sell |
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|
2025
Q2 | $2.16M | Sell |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.63M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.83M | Hold |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $1.44M | Hold |
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|
2022
Q1 | $1.92M | Sell |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $2.29M | Sell |
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|
2021
Q1 | $4.06M | Sell |
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|
2020
Q4 | $3.86M | Sell |
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|
2020
Q3 | $9.95M | Sell |
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|
2020
Q2 | $14.1M | Sell |
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|
2020
Q1 | $14.3M | Buy |
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|
2019
Q4 | $17.6M | Sell |
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|
2019
Q3 | $16.5M | Buy |
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|
2019
Q2 | $11.8M | Buy |
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|
2019
Q1 | $8.04M | Buy |
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