Crawford 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 | $96.5M | Sell |
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|
2025
Q2 | $93.2M | Sell |
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|
2025
Q1 | $81.2M | Sell |
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|
2024
Q4 | $78.1M | Sell |
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|
2024
Q3 | $70.5M | Buy |
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|
2024
Q2 | $77M | Buy |
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|
2024
Q1 | $75.4M | Buy |
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|
2023
Q4 | $70.2M | Buy |
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|
2023
Q3 | $13.4M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $215K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $211K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $537K | Buy |
|