Brown Capital 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
Q2 | – | Sell |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $632K | Sell |
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|
2023
Q4 | $633K | Sell |
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|
2023
Q3 | $748K | Sell |
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|
2023
Q2 | $857K | Hold |
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|
2023
Q1 | $792K | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.02M | Hold |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $928K | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $763K | Sell |
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|
2020
Q2 | $726K | Sell |
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|
2020
Q1 | $745K | Sell |
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|
2019
Q4 | $1.35M | Sell |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.25M | Sell |
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|
2018
Q4 | $1.57M | Sell |
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|
2018
Q3 | $2.06M | Sell |
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|
2018
Q2 | $2.26M | Sell |
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|
2018
Q1 | $2.95M | Buy |
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|
2017
Q4 | $2.89M | Sell |
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|
2017
Q3 | $2.57M | Buy |
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|
2017
Q2 | $2.45M | Buy |
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|
2017
Q1 | $2.31M | Buy |
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|
2016
Q4 | $1.8M | Sell |
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|
2016
Q3 | $4.75M | Sell |
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|
2016
Q2 | $4.01M | Buy |
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