Cresset Asset Management’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
Q2 | $34.8M | Buy |
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|
2025
Q1 | $29.6M | Sell |
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|
2024
Q4 | $28.5M | Sell |
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|
2024
Q3 | $34.6M | Buy |
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|
2024
Q2 | $37.5M | Buy |
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|
2024
Q1 | $33.4M | Buy |
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|
2023
Q4 | $21.2M | Buy |
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|
2023
Q3 | $16M | Buy |
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|
2023
Q2 | $12M | Buy |
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|
2023
Q1 | $654K | Buy |
|
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|
2022
Q4 | $729K | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $2.99M | Sell |
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|
2021
Q4 | $3.12M | Sell |
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|
2021
Q3 | $2.83M | Buy |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $795K | Sell |
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|
2020
Q3 | $567K | Buy |
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|
2020
Q2 | $485K | Buy |
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|
2020
Q1 | $221K | Buy |
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|
2019
Q4 | $246K | Sell |
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|
2019
Q3 | $288K | Buy |
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|
2019
Q2 | $238K | Sell |
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|
2019
Q1 | $357K | Buy |
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|
2018
Q4 | $281K | Buy |
|