Evercore Wealth 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 | $15.8M | Sell |
173,403
-1,057
| -0.6% | -$96.4K | 0.25% | 56 |
|
|
2025
Q1 | $13.7M | Sell |
174,460
-911
| -0.5% | -$71.3K | 0.22% | 56 |
|
|
2024
Q4 | $13M | Buy |
175,371
+17
| +0% | +$1.26K | 0.19% | 57 |
|
|
2024
Q3 | $11.4M | Sell |
175,354
-4,085
| -2% | -$265K | 0.17% | 61 |
|
|
2024
Q2 | $13.2M | Sell |
179,439
-144
| -0.1% | -$10.6K | 0.21% | 56 |
|
|
2024
Q1 | $13M | Sell |
179,583
-50,117
| -22% | -$3.63M | 0.2% | 56 |
|
|
2023
Q4 | $15.8M | Sell |
229,700
-115
| -0.1% | -$7.91K | 0.27% | 52 |
|
|
2023
Q3 | $12.6M | Sell |
229,815
-12
| -0% | -$659 | 0.24% | 57 |
|
|
2023
Q2 | $13M | Sell |
229,827
-9,412
| -4% | -$533K | 0.24% | 59 |
|
|
2023
Q1 | $12.5M | Sell |
239,239
-5,537
| -2% | -$290K | 0.25% | 58 |
|
|
2022
Q4 | $20.4M | Buy |
244,776
+610
| +0.2% | +$50.8K | 0.43% | 48 |
|
|
2022
Q3 | $17.5M | Sell |
244,166
-11,684
| -5% | -$840K | 0.4% | 49 |
|
|
2022
Q2 | $16.2M | Sell |
255,850
-59
| -0% | -$3.73K | 0.34% | 50 |
|
|
2022
Q1 | $21.6M | Sell |
255,909
-187
| -0.1% | -$15.8K | 0.38% | 46 |
|
|
2021
Q4 | $21.5M | Sell |
256,096
-3,174
| -1% | -$267K | 0.35% | 51 |
|
|
2021
Q3 | $18.9M | Sell |
259,270
-2,462
| -0.9% | -$179K | 0.34% | 52 |
|
|
2021
Q2 | $19.1M | Sell |
261,732
-1,123
| -0.4% | -$81.8K | 0.35% | 49 |
|
|
2021
Q1 | $17.1M | Buy |
262,855
+52,324
| +25% | +$3.41M | 0.34% | 50 |
|
|
2020
Q4 | $11.2M | Buy |
210,531
+4,015
| +2% | +$213K | 0.24% | 58 |
|
|
2020
Q3 | $7.48M | Buy |
206,516
+60
| +0% | +$2.17K | 0.18% | 68 |
|
|
2020
Q2 | $6.97M | Sell |
206,456
-3,037
| -1% | -$102K | 0.19% | 68 |
|
|
2020
Q1 | $7.04M | Sell |
209,493
-8,232
| -4% | -$277K | 0.23% | 64 |
|
|
2019
Q4 | $10.4M | Sell |
217,725
-3,620
| -2% | -$172K | 0.28% | 60 |
|
|
2019
Q3 | $9.26M | Buy |
221,345
+304
| +0.1% | +$12.7K | 0.27% | 65 |
|
|
2019
Q2 | $8.88M | Sell |
221,041
-250
| -0.1% | -$10K | 0.27% | 64 |
|
|
2019
Q1 | $9.46M | Sell |
221,291
-8,747
| -4% | -$374K | 0.3% | 62 |
|
|
2018
Q4 | $9.55M | Sell |
230,038
-237
| -0.1% | -$9.84K | 0.36% | 58 |
|
|
2018
Q3 | $11.3M | Buy |
230,275
+38
| +0% | +$1.87K | 0.36% | 58 |
|
|
2018
Q2 | $11.8M | Buy |
230,237
+16,655
| +8% | +$851K | 0.4% | 55 |
|
|
2018
Q1 | $11.2M | Sell |
213,582
-7,395
| -3% | -$386K | 0.43% | 54 |
|
|
2017
Q4 | $11.4M | Sell |
220,977
-6,938
| -3% | -$356K | 0.42% | 51 |
|
|
2017
Q3 | $9.97M | Sell |
227,915
-500
| -0.2% | -$21.9K | 0.39% | 52 |
|
|
2017
Q2 | $9.81M | Sell |
228,415
-2,835
| -1% | -$122K | 0.38% | 59 |
|
|
2017
Q1 | $9.44M | Sell |
231,250
-8,885
| -4% | -$363K | 0.37% | 59 |
|
|
2016
Q4 | $9.48M | Buy |
240,135
+21,861
| +10% | +$863K | 0.39% | 56 |
|
|
2016
Q3 | $6.89M | Sell |
218,274
-253
| -0.1% | -$7.99K | 0.29% | 71 |
|
|
2016
Q2 | $5.53M | Buy |
218,527
+188
| +0.1% | +$4.76K | 0.24% | 78 |
|
|
2016
Q1 | $6.12M | Buy |
218,339
+1,160
| +0.5% | +$32.5K | 0.27% | 74 |
|
|
2015
Q4 | $7.15M | Sell |
217,179
-106,676
| -33% | -$3.51M | 0.33% | 68 |
|
|
2015
Q3 | $9.25M | Sell |
323,855
-14,955
| -4% | -$427K | 0.44% | 64 |
|
|
2015
Q2 | $11.1M | Sell |
338,810
-5,177
| -2% | -$169K | 0.5% | 57 |
|
|
2015
Q1 | $10.5M | Buy |
343,987
+2,960
| +0.9% | +$90.1K | 0.48% | 59 |
|
|
2014
Q4 | $10.3M | Sell |
341,027
-3,167
| -0.9% | -$95.6K | 0.51% | 55 |
|
|
2014
Q3 | $10.1M | Sell |
344,194
-10,000
| -3% | -$294K | 0.51% | 58 |
|
|
2014
Q2 | $9.54M | Buy |
354,194
+14,435
| +4% | +$389K | 0.49% | 62 |
|
|
2014
Q1 | $9.29M | Sell |
339,759
-5,000
| -1% | -$137K | 0.52% | 60 |
|
|
2013
Q4 | $8.96M | Sell |
344,759
-20,544
| -6% | -$534K | 0.49% | 64 |
|
|
2013
Q3 | $7.72M | Buy |
365,303
+911
| +0.3% | +$19.3K | 0.44% | 73 |
|
|
2013
Q2 | $7.74M | Buy |
+364,392
| New | +$7.74M | 0.44% | 68 |
|