Crossmark Global Holdings’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Buy |
311,887
+52,149
| +20% | +$4.76M | 0.46% | 40 |
|
|
2025
Q1 | $20.3M | Sell |
259,738
-3,365
| -1% | -$263K | 0.36% | 62 |
|
|
2024
Q4 | $19.5M | Buy |
263,103
+10,302
| +4% | +$762K | 0.36% | 61 |
|
|
2024
Q3 | $16.4M | Buy |
252,801
+18,676
| +8% | +$1.21M | 0.29% | 82 |
|
|
2024
Q2 | $17.3M | Buy |
234,125
+3,083
| +1% | +$227K | 0.33% | 67 |
|
|
2024
Q1 | $16.7M | Buy |
231,042
+132,399
| +134% | +$9.58M | 0.32% | 70 |
|
|
2023
Q4 | $6.79M | Sell |
98,643
-2,413
| -2% | -$166K | 0.14% | 174 |
|
|
2023
Q3 | $5.23M | Sell |
101,056
-2,909
| -3% | -$151K | 0.12% | 203 |
|
|
2023
Q2 | $6.86M | Sell |
103,965
-96,889
| -48% | -$6.39M | 0.15% | 178 |
|
|
2023
Q1 | $10.5M | Buy |
200,854
+2,907
| +1% | +$152K | 0.25% | 108 |
|
|
2022
Q4 | $16.5M | Buy |
197,947
+7,393
| +4% | +$616K | 0.41% | 51 |
|
|
2022
Q3 | $13.7M | Buy |
190,554
+1,761
| +0.9% | +$127K | 0.38% | 56 |
|
|
2022
Q2 | $11.9M | Buy |
188,793
+4,373
| +2% | +$276K | 0.31% | 75 |
|
|
2022
Q1 | $15.5M | Sell |
184,420
-29,612
| -14% | -$2.5M | 0.35% | 62 |
|
|
2021
Q4 | $18M | Sell |
214,032
-11,659
| -5% | -$981K | 0.39% | 52 |
|
|
2021
Q3 | $16.4M | Buy |
225,691
+68,149
| +43% | +$4.96M | 0.39% | 50 |
|
|
2021
Q2 | $11.5M | Sell |
157,542
-2,965
| -2% | -$216K | 0.27% | 95 |
|
|
2021
Q1 | $10.5M | Sell |
160,507
-5,556
| -3% | -$362K | 0.26% | 96 |
|
|
2020
Q4 | $8.81M | Sell |
166,063
-136,868
| -45% | -$7.26M | 0.22% | 110 |
|
|
2020
Q3 | $11M | Sell |
302,931
-6,292
| -2% | -$228K | 0.31% | 77 |
|
|
2020
Q2 | $10.4M | Sell |
309,223
-322
| -0.1% | -$10.9K | 0.3% | 84 |
|
|
2020
Q1 | $10.4M | Buy |
309,545
+2,399
| +0.8% | +$80.7K | 0.37% | 61 |
|
|
2019
Q4 | $14.6M | Sell |
307,146
-9,935
| -3% | -$473K | 0.4% | 54 |
|
|
2019
Q3 | $13.3M | Sell |
317,081
-7,153
| -2% | -$299K | 0.39% | 57 |
|
|
2019
Q2 | $13M | Buy |
324,234
+14,581
| +5% | +$586K | 0.37% | 58 |
|
|
2019
Q1 | $13.2M | Buy |
309,653
+26,235
| +9% | +$1.12M | 0.38% | 55 |
|
|
2018
Q4 | $11.8M | Sell |
283,418
-11,130
| -4% | -$462K | 0.36% | 59 |
|
|
2018
Q3 | $14.5M | Buy |
294,548
+6,745
| +2% | +$332K | 0.37% | 53 |
|
|
2018
Q2 | $14.7M | Buy |
287,803
+4,882
| +2% | +$249K | 0.39% | 46 |
|
|
2018
Q1 | $14.8M | Sell |
282,921
-15,857
| -5% | -$828K | 0.38% | 50 |
|
|
2017
Q4 | $15.3M | Sell |
298,778
-23,654
| -7% | -$1.22M | 0.37% | 51 |
|
|
2017
Q3 | $14.1M | Buy |
+322,432
| New | +$14.1M | 0.36% | 54 |
|
|
2016
Q3 | $14.1M | Buy |
+322,432
| New | +$14.1M | 0.36% | 54 |
|