Goelzer Investment 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 | $3.86M | Sell |
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|
2025
Q2 | $3.74M | Sell |
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|
2025
Q1 | $3.28M | Buy |
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|
2024
Q4 | $3.1M | Sell |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $3.38M | Sell |
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|
2024
Q1 | $3.39M | Sell |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $2.98M | Sell |
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|
2023
Q2 | $3.15M | Sell |
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|
2023
Q1 | $3M | Buy |
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $3.08M | Buy |
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|
2022
Q2 | $2.43M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.52M | Sell |
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|
2013
Q3 | $1.31M | Sell |
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|
2013
Q2 | $2.71M | Buy |
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