Crestwood Advisors Group’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 | $12.4M | Sell |
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|
2025
Q1 | $50.2M | Sell |
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|
2024
Q4 | $48.8M | Sell |
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|
2024
Q3 | $43.2M | Sell |
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|
2024
Q2 | $49.7M | Sell |
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|
2024
Q1 | $49.3M | Buy |
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|
2023
Q4 | $46.7M | Sell |
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|
2023
Q3 | $39.2M | Buy |
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|
2023
Q2 | $40.4M | Buy |
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|
2023
Q1 | $35.2M | Buy |
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|
2022
Q4 | $45.6M | Buy |
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|
2022
Q3 | $38.2M | Sell |
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|
2022
Q2 | $35.4M | Buy |
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|
2022
Q1 | $45.1M | Buy |
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|
2021
Q4 | $39.2M | Sell |
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|
2021
Q3 | $34.3M | Buy |
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|
2021
Q2 | $31.6M | Buy |
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|
2021
Q1 | $27.3M | Buy |
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|
2020
Q4 | $21.4M | Sell |
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|
2020
Q3 | $15M | Sell |
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|
2020
Q2 | $14.5M | Sell |
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|
2020
Q1 | $15.4M | Sell |
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|
2019
Q4 | $22.4M | Sell |
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|
2019
Q3 | $19.9M | Buy |
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|
2019
Q2 | $15.4M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Sell |
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|
2018
Q2 | $239K | Sell |
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|
2018
Q1 | $273K | Sell |
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|
2017
Q4 | $277K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $252K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $208K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $206K | Sell |
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|
2015
Q1 | $222K | Buy |
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