Corient Capital Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $895K | Sell |
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|
2020
Q3 | $795K | Buy |
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|
2020
Q2 | $710K | Sell |
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|
2020
Q1 | $793K | Buy |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $408K | Buy |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | $203K | Buy |
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|
2018
Q3 | $203K | Hold |
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|
2018
Q2 | $212K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $643K | Sell |
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|
2017
Q1 | $661K | Sell |
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|
2016
Q4 | $674K | Sell |
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|
2016
Q3 | $561K | Buy |
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