Clifford Swan Investment Counsel’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
Q2 | $1.75M | Hold |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.53M | Hold |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.52M | Hold |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $1.41M | Sell |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $918K | Hold |
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|
2020
Q3 | $627K | Buy |
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|
2020
Q2 | $583K | Hold |
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|
2020
Q1 | $581K | Buy |
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|
2019
Q4 | $679K | Hold |
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|
2019
Q3 | $597K | Hold |
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|
2019
Q2 | $574K | Hold |
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|
2019
Q1 | $610K | Hold |
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|
2018
Q4 | $593K | Hold |
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|
2018
Q3 | $702K | Hold |
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|
2018
Q2 | $730K | Buy |
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|
2018
Q1 | $597K | Sell |
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|
2017
Q4 | $628K | Buy |
|