Douglass Winthrop 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 | $397K | Buy |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $304K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $388K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $58.3M | Buy |
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|
2019
Q3 | $49.6M | Buy |
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|
2019
Q2 | $40.1M | Buy |
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|
2019
Q1 | $223K | Hold |
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|
2018
Q4 | $217K | Sell |
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|
2018
Q3 | $269K | Buy |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $327K | Buy |
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|
2017
Q4 | $232K | Sell |
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|
2017
Q3 | $285K | Buy |
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|
2017
Q2 | $273K | Hold |
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|
2017
Q1 | $260K | Hold |
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|
2016
Q4 | $251K | Hold |
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|
2016
Q3 | $201K | Buy |
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