Cohen Klingenstein’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 | $349K | Hold |
|
|||||
|
2025
Q2 | $334K | Hold |
|
|||||
|
2025
Q1 | $287K | Hold |
|
|||||
|
2024
Q4 | $271K | Hold |
|
|||||
|
2024
Q3 | $237K | Hold |
|
|||||
|
2024
Q2 | $270K | Hold |
|
|||||
|
2024
Q1 | $265K | Hold |
|
|||||
|
2023
Q4 | $252K | Hold |
|
|||||
|
2023
Q3 | $201K | Hold |
|
|||||
|
2023
Q2 | $207K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $305K | Hold |
|
|||||
|
2022
Q3 | $263K | Hold |
|
|||||
|
2022
Q2 | $231K | Hold |
|
|||||
|
2022
Q1 | $309K | Hold |
|
|||||
|
2021
Q4 | $308K | Hold |
|
|||||
|
2021
Q3 | $267K | Hold |
|
|||||
|
2021
Q2 | $266K | Hold |
|
|||||
|
2021
Q1 | $239K | Buy |
|