Brinker Capital’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$2.21M Buy
2020
Q1
$1.93M Buy
2019
Q4
$2.07M Sell
2019
Q3
$3.55M Buy
2019
Q2
$1.66M Sell
2019
Q1
$1.82M Sell
2018
Q4
$1.8M Buy
2018
Q3
$2M Buy
2018
Q2
$2.05M Sell
2018
Q1
$2.15M Sell
2017
Q4
$2.19M Buy
2017
Q3
$1.64M Sell
2017
Q2
$1.76M Sell
2017
Q1
$1.69M Buy
2016
Q4
$1.63M Buy
2016
Q3
$397K Buy
2016
Q2
$318K Buy
2016
Q1
$351K Buy