Freestone Capital Holdings’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 | $828K | Buy |
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|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $890K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $433K | Buy |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $847K | Buy |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $36K | Sell |
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|
2020
Q3 | $29.4K | Sell |
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|
2020
Q2 | $750 | Sell |
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|
2020
Q1 | $1.03K | Buy |
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|
2019
Q4 | $1.1K | Sell |
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|
2019
Q3 | $1.09K | Buy |
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|
2019
Q2 | $978 | Buy |
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|
2019
Q1 | $965K | Buy |
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|
2018
Q4 | $481K | Buy |
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|
2018
Q3 | $262K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $580K | Sell |
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|
2013
Q2 | $954K | Buy |
|