Calamos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $547K | Sell |
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|
2025
Q3 | $607K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $586K | Sell |
|
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|
2022
Q3 | $525K | Sell |
|
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|
2022
Q2 | $541K | Sell |
|
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|
2022
Q1 | $8.1M | Sell |
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|
2021
Q4 | $8.29M | Buy |
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|
2021
Q3 | $7.13M | Sell |
|
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|
2021
Q2 | $8.88M | Sell |
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|
2021
Q1 | $8.53M | Buy |
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|
2020
Q4 | $6.82M | Buy |
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|
2020
Q3 | $677K | Buy |
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|
2020
Q2 | $566K | Buy |
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