Douglas Lane & Associates’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
Q3 | $252K | Sell |
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|
2025
Q2 | $242K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $218K | Sell |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $423K | Sell |
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|
2020
Q3 | $570K | Sell |
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|
2020
Q2 | $783K | Sell |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $17M | Sell |
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|
2019
Q3 | $18.3M | Sell |
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|
2019
Q2 | $19M | Buy |
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|
2019
Q1 | $20M | Buy |
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|
2018
Q4 | $19.2M | Buy |
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|
2018
Q3 | $20.6M | Buy |
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|
2018
Q2 | $20.7M | Buy |
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|
2018
Q1 | $21.1M | Buy |
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|
2017
Q4 | $20.7M | Sell |
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|
2017
Q3 | $17.7M | Buy |
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|
2017
Q2 | $14.8M | Buy |
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|
2017
Q1 | $6.6M | Buy |
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|
2016
Q4 | $4.56M | Buy |
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|
2016
Q3 | $247K | Sell |
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|
2016
Q2 | $235K | Buy |
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|
2016
Q1 | $245K | Buy |
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