Coldstream Capital 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
Q2 | $2.64M | Buy |
|
|||||
|
2025
Q1 | $1.84M | Buy |
|
|||||
|
2024
Q4 | $1.55M | Buy |
|
|||||
|
2024
Q3 | $1.28M | Buy |
|
|||||
|
2024
Q2 | $1.37M | Buy |
|
|||||
|
2024
Q1 | $1.25M | Sell |
|
|||||
|
2023
Q4 | $1.19M | Buy |
|
|||||
|
2023
Q3 | $761K | Buy |
|
|||||
|
2023
Q2 | $714K | Sell |
|
|||||
|
2023
Q1 | $700K | Sell |
|
|||||
|
2022
Q4 | $1.47M | Buy |
|
|||||
|
2022
Q2 | $813K | Buy |
|
|||||
|
2022
Q1 | $877K | Sell |
|
|||||
|
2021
Q4 | $901K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $344K | Buy |
|
|||||
|
2021
Q1 | $270K | Buy |
|