First Quadrant’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $204K | Hold |
|
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|
2021
Q1 | $183K | Hold |
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|
2020
Q4 | $149K | Hold |
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|
2020
Q3 | $102K | Sell |
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|
2020
Q2 | $362K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $55K | Hold |
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|
2016
Q3 | $44K | Hold |
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|
2016
Q2 | $35K | Hold |
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|
2016
Q1 | $39K | Buy |
|