BTR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $505K | Hold |
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|
2021
Q4 | $504K | Sell |
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|
2021
Q3 | $440K | Hold |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $394K | Buy |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $252K | Hold |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $306K | Hold |
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|
2018
Q2 | $318K | Sell |
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|
2018
Q1 | $397K | Buy |
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|
2017
Q4 | $330K | Hold |
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $314K | Sell |
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|
2017
Q1 | $318K | Sell |
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|
2016
Q4 | $294K | Hold |
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|
2016
Q3 | $294K | Sell |
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|
2016
Q2 | $261K | Sell |
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|
2016
Q1 | $292K | Sell |
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|
2015
Q4 | $360K | Hold |
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|
2015
Q3 | $312K | Hold |
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|
2015
Q2 | $357K | Hold |
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|
2015
Q1 | $332K | Buy |
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|
2014
Q4 | $320K | Hold |
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|
2014
Q3 | $311K | Buy |
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