GW&K 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 | $238K | Buy |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $383K | Buy |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $998K | Sell |
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|
2024
Q2 | $29.1M | Sell |
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|
2024
Q1 | $28.9M | Buy |
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|
2023
Q4 | $25M | Buy |
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|
2023
Q3 | $19.7M | Buy |
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|
2023
Q2 | $18.1M | Sell |
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|
2023
Q1 | $17.3M | Sell |
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|
2022
Q4 | $31.6M | Sell |
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|
2022
Q3 | $28.8M | Buy |
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|
2022
Q2 | $25M | Sell |
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|
2022
Q1 | $35.9M | Buy |
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|
2021
Q4 | $34.2M | Buy |
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|
2021
Q3 | $28M | Sell |
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|
2021
Q2 | $28M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $9.38M | Buy |
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|
2015
Q4 | $10.7M | Buy |
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|
2015
Q3 | $9.19M | Sell |
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|
2015
Q2 | $10.7M | Buy |
|