Cambridge Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $9.28K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $199K | Sell |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $750K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Sell |
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|
2019
Q3 | $206K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $648K | Buy |
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|
2016
Q4 | $623K | Buy |
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|
2016
Q3 | $497K | Hold |
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|
2016
Q2 | $398K | Sell |
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|
2016
Q1 | $867K | Buy |
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