Greenstone Partners & Co’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 | $33M | Sell |
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|
2025
Q1 | $34.2M | Buy |
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|
2024
Q4 | $16.2M | Hold |
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|
2024
Q3 | $14.2M | Hold |
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|
2024
Q2 | $16.1M | Hold |
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|
2024
Q1 | $15.8M | Hold |
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|
2023
Q4 | $15.1M | Buy |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $9.55M | Buy |
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|
2023
Q1 | $6.15M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $8.76M | Sell |
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|
2021
Q2 | $12.9M | Hold |
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|
2021
Q1 | $11.6M | Hold |
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|
2020
Q4 | $9.42M | Buy |
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