Estabrook Capital Management’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 | $36K | Sell |
395
-1,500
| -79% | -$137K | 0.01% | 202 |
|
|
2025
Q1 | $148K | Hold |
1,895
| – | – | 0.02% | 129 |
|
|
2024
Q4 | $140K | Hold |
1,895
| – | – | 0.02% | 133 |
|
|
2024
Q3 | $123K | Hold |
1,895
| – | – | 0.02% | 153 |
|
|
2024
Q2 | $140K | Hold |
1,895
| – | – | 0.02% | 141 |
|
|
2024
Q1 | $137K | Hold |
1,895
| – | – | 0.02% | 145 |
|
|
2023
Q4 | $130K | Hold |
1,895
| – | – | 0.02% | 143 |
|
|
2023
Q3 | $104K | Hold |
1,895
| – | – | 0.02% | 157 |
|
|
2023
Q2 | $107K | Buy |
1,895
+1,500
| +380% | +$85K | 0.02% | 161 |
|
|
2023
Q1 | $20.7K | Buy |
395
+350
| +778% | +$18.3K | ﹤0.01% | 269 |
|
|
2022
Q4 | $3.75K | Hold |
45
| – | – | ﹤0.01% | 356 |
|
|
2022
Q3 | $3.23K | Hold |
45
| – | – | ﹤0.01% | 356 |
|
|
2022
Q2 | $2.84K | Hold |
45
| – | – | ﹤0.01% | 382 |
|
|
2022
Q1 | $3.79K | Hold |
45
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $3.79K | Buy |
+45
| New | +$3.79K | ﹤0.01% | 391 |
|