Gillson Capital’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
Q4 | $4.31M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $925K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $25.7M | Buy |
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|
2020
Q4 | $7.6M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10.3M | Sell |
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|
2019
Q3 | $23.5M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $12.1M | Buy |
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|
2018
Q3 | $4.43M | Buy |
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