Greatmark Investment Partners’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 | $32.3M | Sell |
|
|||||
|
2025
Q2 | $31.4M | Buy |
|
|||||
|
2025
Q1 | $26.5M | Buy |
|
|||||
|
2024
Q4 | $24.6M | Buy |
|
|||||
|
2024
Q3 | $21.1M | Buy |
|
|||||
|
2024
Q2 | $23.3M | Buy |
|
|||||
|
2024
Q1 | $22.6M | Buy |
|
|||||
|
2023
Q4 | $20.7M | Buy |
|
|||||
|
2023
Q3 | $15.7M | Buy |
|
|||||
|
2023
Q2 | $15.4M | Buy |
|
|||||
|
2023
Q1 | $423K | Sell |
|
|||||
|
2022
Q4 | $889K | Hold |
|
|||||
|
2022
Q3 | $767K | Sell |
|
|||||
|
2022
Q2 | $725K | Buy |
|
|||||
|
2022
Q1 | $942K | Buy |
|
|||||
|
2021
Q4 | $850K | Hold |
|
|||||
|
2021
Q3 | $736K | Hold |
|
|||||
|
2021
Q2 | $736K | Hold |
|
|||||
|
2021
Q1 | $658K | Hold |
|
|||||
|
2020
Q4 | $536K | Buy |
|
|||||
|
2020
Q3 | $254K | Hold |
|
|||||
|
2020
Q2 | $236K | Hold |
|
|||||
|
2020
Q1 | $235K | Hold |
|
|||||
|
2019
Q4 | $333K | Hold |
|
|||||
|
2019
Q3 | $293K | Hold |
|
|||||
|
2019
Q2 | $281K | Hold |
|
|||||
|
2019
Q1 | $299K | Hold |
|
|||||
|
2018
Q4 | $291K | Hold |
|
|||||
|
2018
Q3 | $344K | Hold |
|
|||||
|
2018
Q2 | $358K | Hold |
|
|||||
|
2018
Q1 | $366K | Hold |
|
|||||
|
2017
Q4 | $360K | Hold |
|
|||||
|
2017
Q3 | $306K | Hold |
|
|||||
|
2017
Q2 | $301K | Hold |
|
|||||
|
2017
Q1 | $286K | Hold |
|
|||||
|
2016
Q4 | $276K | Hold |
|
|||||
|
2016
Q3 | $221K | Buy |
|