Grassi 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
Q2 | $10.7M | Sell |
|
|||||
|
2025
Q1 | $9.28M | Sell |
|
|||||
|
2024
Q4 | $8.79M | Sell |
|
|||||
|
2024
Q3 | $7.75M | Sell |
|
|||||
|
2024
Q2 | $8.94M | Sell |
|
|||||
|
2024
Q1 | $8.79M | Sell |
|
|||||
|
2023
Q4 | $8.64M | Buy |
|
|||||
|
2023
Q3 | $5.23M | Buy |
|
|||||
|
2023
Q2 | $2.58M | Buy |
|
|||||
|
2023
Q1 | $1.93M | Buy |
|
|||||
|
2022
Q4 | $266K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $1.01M | Sell |
|
|||||
|
2019
Q2 | $3.57M | Sell |
|
|||||
|
2019
Q1 | $4.79M | Sell |
|
|||||
|
2018
Q4 | $4.71M | Sell |
|
|||||
|
2018
Q3 | $5.65M | Buy |
|
|||||
|
2018
Q2 | $5.79M | Buy |
|
|||||
|
2018
Q1 | $5.51M | Buy |
|
|||||
|
2017
Q4 | $5.29M | Buy |
|
|||||
|
2017
Q3 | $4.06M | Buy |
|
|||||
|
2017
Q2 | $2.46M | Buy |
|
|||||
|
2017
Q1 | $1.82M | Buy |
|
|||||
|
2016
Q4 | $1.21M | Buy |
|
|||||
|
2016
Q3 | $800K | Buy |
|
|||||
|
2016
Q2 | $620K | Sell |
|
|||||
|
2016
Q1 | $713K | Sell |
|
|||||
|
2015
Q4 | $874K | Hold |
|
|||||
|
2015
Q3 | $758K | Sell |
|
|||||
|
2015
Q2 | $872K | Sell |
|
|||||
|
2015
Q1 | $831K | Buy |
|
|||||
|
2014
Q4 | $797K | Buy |
|
|||||
|
2014
Q3 | $733K | Sell |
|
|||||
|
2014
Q2 | $682K | Buy |
|
|||||
|
2014
Q1 | $668K | Sell |
|
|||||
|
2013
Q4 | $664K | Buy |
|
|||||
|
2013
Q3 | $484K | Buy |
|
|||||
|
2013
Q2 | $483K | Buy |
|