Cornercap 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
Q3 | $2.16M | Sell |
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|
2025
Q2 | $2.1M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.76M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.98M | Sell |
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|
2019
Q3 | $3.56M | Buy |
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|
2019
Q2 | $1.77M | Buy |
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