Fulton Breakefield Broenniman’s The Charles Schwab Corporation SCHW.PRB.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
2017
Q3
$1.46M Sell
2017
Q2
$1.48M Buy
2017
Q1
$1.49M Sell
2016
Q4
$1.49M Sell
2016
Q3
$1.56M Buy
2016
Q2
$1.58M Buy
2016
Q1
$1.33M Sell
2015
Q4
$1.35M Buy
2015
Q3
$1.23M Buy
2015
Q2
$1.26M Buy
2015
Q1
$1.23M Buy
2014
Q4
$1.15M Buy
2014
Q3
$1.13M Buy
2014
Q2
$1.11M Buy
2014
Q1
$863K Buy
2013
Q4
$762K Sell
2013
Q3
$825K Buy
2013
Q2
$928K Buy