Davidson Investment Advisors’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 | $22.5M | Buy |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $19.2M | Sell |
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|
2024
Q3 | $17M | Buy |
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|
2024
Q2 | $19M | Sell |
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|
2024
Q1 | $19M | Buy |
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|
2023
Q4 | $17.9M | Buy |
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|
2023
Q3 | $11.8M | Buy |
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|
2023
Q2 | $12.1M | Buy |
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|
2023
Q1 | $7.1M | Buy |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $390K | Hold |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $519K | Sell |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $508K | Sell |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $430K | Sell |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $295K | Sell |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $527K | Hold |
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|
2019
Q3 | $463K | Sell |
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|
2019
Q2 | $463K | Hold |
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|
2019
Q1 | $493K | Sell |
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|
2018
Q4 | $520K | Sell |
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|
2018
Q3 | $623K | Buy |
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|
2018
Q2 | $612K | Sell |
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|
2018
Q1 | $663K | Sell |
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|
2017
Q4 | $705K | Buy |
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|
2017
Q3 | $578K | Buy |
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|
2017
Q2 | $525K | Sell |
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|
2017
Q1 | $510K | Sell |
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|
2016
Q4 | $528K | Buy |
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|
2016
Q3 | $404K | Buy |
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|
2016
Q2 | $308K | Buy |
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|
2016
Q1 | $288K | Buy |
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|
2015
Q4 | $250K | Buy |
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|
2015
Q3 | $208K | Buy |
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|
2015
Q2 | $146K | Buy |
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|
2015
Q1 | $15K | Buy |
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