Curi RMB Capital’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 | $15.7M | Sell |
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|
2025
Q1 | $13.9M | Sell |
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|
2024
Q4 | $14.9M | Buy |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $11.1M | Sell |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $435K | Buy |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $204K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $36K | Sell |
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|
2019
Q2 | $577K | Sell |
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|
2019
Q1 | $684K | Buy |
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|
2018
Q4 | $653K | Buy |
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|
2018
Q3 | $766K | Buy |
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|
2018
Q2 | $742K | Sell |
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|
2018
Q1 | $1.3M | Sell |
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|
2017
Q4 | $1.33M | Buy |
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|
2017
Q3 | $431K | Buy |
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|
2017
Q2 | $385K | Sell |
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|
2017
Q1 | $1.3M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $6K | Buy |
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