Clear Harbor Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $421K | Hold |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $283K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7.25K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $9.51K | Buy |
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