Corient Private Wealth’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 | $67.6M | Sell |
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|
2025
Q2 | $68.8M | Sell |
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|
2025
Q1 | $63.2M | Sell |
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|
2024
Q4 | $61.9M | Buy |
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|
2024
Q3 | $41.2M | Buy |
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|
2024
Q2 | $45.3M | Buy |
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|
2024
Q1 | $44.1M | Sell |
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|
2023
Q4 | $42.8M | Sell |
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|
2023
Q3 | $37.4M | Sell |
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|
2023
Q2 | $43.9M | Buy |
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|
2023
Q1 | $38.4M | Buy |
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|
2022
Q4 | $35.6M | Buy |
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