Great Lakes Advisors’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 | $9.1M | Sell |
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|
2025
Q2 | $9.88M | Buy |
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|
2025
Q1 | $8.38M | Sell |
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|
2024
Q4 | $7.98M | Sell |
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|
2024
Q3 | $7.17M | Buy |
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|
2024
Q2 | $7.31M | Sell |
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|
2024
Q1 | $10.3M | Buy |
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|
2023
Q4 | $6.19M | Sell |
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|
2023
Q3 | $5.06M | Buy |
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|
2023
Q2 | $5.2M | Buy |
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|
2023
Q1 | $3.74M | Buy |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $670K | Buy |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $271K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $264K | Sell |
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|
2019
Q1 | $5M | Buy |
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|
2018
Q4 | $2.63M | Sell |
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|
2018
Q3 | $8.66M | Sell |
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|
2018
Q2 | $16.1M | Buy |
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|
2018
Q1 | $9.13M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $207K | Hold |
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|
2017
Q2 | $203K | Sell |
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|
2017
Q1 | $219K | Sell |
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|
2016
Q4 | $219K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $222K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.92M | Buy |
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|
2014
Q3 | $783K | Buy |
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