Gilman Hill Asset Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7M	Buy	75,825 +1,477	+2%	+$135K	0.96%	41
2026 Q1	$6.99M	Sell	74,348 -1,495	-2%	-$147K	1.05%	37
2025 Q4	$7.58M	Buy	75,843 +4,534	+6%	+$430K	1.19%	26
2025 Q3	$6.81M	Buy	71,309 +1,790	+3%	+$170K	1.07%	33
2025 Q2	$6.34M	Buy	69,519 +366	+0.5%	+$30.6K	1.04%	36
2025 Q1	$5.41M	Buy	69,153 +2,150	+3%	+$169K	0.94%	40
2024 Q4	$4.96M	Sell	67,003 -1,834	-3%	-$137K	0.86%	41
2024 Q3	$4.46M	Buy	68,837 +1,130	+2%	+$74.2K	0.75%	50
2024 Q2	$4.99M	Buy	67,707 +2,984	+5%	+$220K	0.9%	38
2024 Q1	$4.68M	Buy	64,723 +188	+0.3%	+$12.4K	0.84%	39
2023 Q4	$4.44M	Sell	64,535 -258	-0.4%	-$14.9K	0.83%	43
2023 Q3	$3.56M	Buy	64,793 +1,455	+2%	+$87.9K	0.7%	50
2023 Q2	$3.59M	Buy	63,338 +2,515	+4%	+$132K	0.67%	55
2023 Q1	$3.19M	Buy	+60,823	New	+$4.45M	0.65%	60
2022 Q3	–	Sell	-18,395	Closed	-$1.16M	–	223
2022 Q2	$1.16M	Buy	18,395 +235	+1%	+$16.2K	0.25%	97
2022 Q1	$1.53M	Hold	18,160	–	–	0.35%	83
2021 Q4	$1.53M	Hold	18,160	–	–	0.34%	83
2021 Q3	$1.32M	Hold	18,160	–	–	0.34%	83
2021 Q2	$1.32M	Hold	18,160	–	–	0.34%	81
2021 Q1	$1.18M	Buy	+18,160	New	+$1.1M	0.33%	79

Other funds holding SCHW