Chicago Partners Investment Group’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
Q3 | $2.85M | Buy |
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|
2025
Q2 | $2.53M | Buy |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.49M | Buy |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $624K | Sell |
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|
2021
Q4 | $870K | Sell |
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|
2021
Q3 | $961K | Sell |
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|
2021
Q2 | $870K | Buy |
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|
2021
Q1 | $849K | Buy |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $353K | Buy |
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|
2018
Q1 | $58K | Buy |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Buy |
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|
2017
Q2 | $4K | Sell |
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|
2017
Q1 | $7K | Buy |
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|
2016
Q4 | $3K | Buy |
|