Charles Schwab’s Superior Group of Companies SGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $366K | Sell |
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|
2025
Q2 | $352K | Sell |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $597K | Hold |
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|
2024
Q3 | $559K | Hold |
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|
2024
Q2 | $683K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $552K | Sell |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $667K | Sell |
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|
2021
Q3 | $709K | Buy |
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|
2021
Q2 | $675K | Buy |
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|
2021
Q1 | $654K | Sell |
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|
2020
Q4 | $598K | Hold |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $364K | Buy |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | $343K | Hold |
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|
2019
Q3 | $408K | Hold |
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|
2019
Q2 | $434K | Buy |
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|
2019
Q1 | $340K | Hold |
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|
2018
Q4 | $362K | Buy |
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|
2018
Q3 | $372K | Hold |
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|
2018
Q2 | $405K | Hold |
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|
2018
Q1 | $513K | Hold |
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|
2017
Q4 | $522K | Sell |
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|
2017
Q3 | $498K | Hold |
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|
2017
Q2 | $486K | Buy |
|
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|
2017
Q1 | $237K | Hold |
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|
2016
Q4 | $250K | Hold |
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|
2016
Q3 | $252K | Hold |
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|
2016
Q2 | $243K | Hold |
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|
2016
Q1 | $227K | Hold |
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|
2015
Q4 | $217K | Hold |
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|
2015
Q3 | $229K | Hold |
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|
2015
Q2 | $211K | Buy |
|