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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.81M | Buy |
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|
2025
Q2 | $6.34M | Buy |
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|
2025
Q1 | $5.41M | Buy |
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|
2024
Q4 | $4.96M | Sell |
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|
2024
Q3 | $4.46M | Buy |
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|
2024
Q2 | $4.99M | Buy |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $4.44M | Sell |
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|
2023
Q3 | $3.56M | Buy |
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|
2023
Q2 | $3.59M | Buy |
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|
2023
Q1 | $3.19M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.53M | Hold |
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|
2021
Q4 | $1.53M | Hold |
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|
2021
Q3 | $1.32M | Hold |
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|
2021
Q2 | $1.32M | Hold |
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|
2021
Q1 | $1.18M | Buy |
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