Court Place Advisors’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 | $334K | Sell |
|
|||||
|
2025
Q2 | $338K | Sell |
|
|||||
|
2025
Q1 | $297K | Sell |
|
|||||
|
2024
Q4 | $296K | Sell |
|
|||||
|
2024
Q3 | $266K | Sell |
|
|||||
|
2024
Q2 | $317K | Sell |
|
|||||
|
2024
Q1 | $322K | Sell |
|
|||||
|
2023
Q4 | $320K | Hold |
|
|||||
|
2023
Q3 | $255K | Sell |
|
|||||
|
2023
Q2 | $272K | Hold |
|
|||||
|
2023
Q1 | $251K | Sell |
|
|||||
|
2022
Q4 | $416K | Sell |
|
|||||
|
2022
Q3 | $385K | Sell |
|
|||||
|
2022
Q2 | $347K | Hold |
|
|||||
|
2022
Q1 | $464K | Sell |
|
|||||
|
2021
Q4 | $479K | Hold |
|
|||||
|
2021
Q3 | $415K | Hold |
|
|||||
|
2021
Q2 | $415K | Hold |
|
|||||
|
2021
Q1 | $372K | Hold |
|
|||||
|
2020
Q4 | $302K | Hold |
|
|||||
|
2020
Q3 | $207K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $271K | Hold |
|
|||||
|
2019
Q3 | $238K | Sell |
|
|||||
|
2019
Q2 | $241K | Hold |
|
|||||
|
2019
Q1 | $257K | Hold |
|
|||||
|
2018
Q4 | $249K | Hold |
|
|||||
|
2018
Q3 | $295K | Sell |
|
|||||
|
2018
Q2 | $321K | Sell |
|
|||||
|
2018
Q1 | $336K | Hold |
|
|||||
|
2017
Q4 | $330K | Hold |
|
|||||
|
2017
Q3 | $281K | Sell |
|
|||||
|
2017
Q2 | $297K | Hold |
|
|||||
|
2017
Q1 | $283K | Hold |
|
|||||
|
2016
Q4 | $273K | Hold |
|
|||||
|
2016
Q3 | $219K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $194K | Hold |
|
|||||
|
2015
Q4 | $228K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $264K | Hold |
|
|||||
|
2015
Q1 | $246K | Hold |
|
|||||
|
2014
Q4 | $244K | Hold |
|
|||||
|
2014
Q3 | $237K | Hold |
|
|||||
|
2014
Q2 | $217K | Hold |
|
|||||
|
2014
Q1 | $221K | Hold |
|
|||||
|
2013
Q4 | $210K | Buy |
|