Estabrook Capital Management’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 | $37.7K | Hold |
|
|||||
|
2025
Q2 | $36K | Sell |
|
|||||
|
2025
Q1 | $148K | Hold |
|
|||||
|
2024
Q4 | $140K | Hold |
|
|||||
|
2024
Q3 | $123K | Hold |
|
|||||
|
2024
Q2 | $140K | Hold |
|
|||||
|
2024
Q1 | $137K | Hold |
|
|||||
|
2023
Q4 | $130K | Hold |
|
|||||
|
2023
Q3 | $104K | Hold |
|
|||||
|
2023
Q2 | $107K | Buy |
|
|||||
|
2023
Q1 | $20.7K | Buy |
|
|||||
|
2022
Q4 | $3.75K | Hold |
|
|||||
|
2022
Q3 | $3.23K | Hold |
|
|||||
|
2022
Q2 | $2.84K | Hold |
|
|||||
|
2022
Q1 | $3.79K | Hold |
|
|||||
|
2021
Q4 | $3.79K | Buy |
|