Harel Insurance Investments & Financial Services’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 | $419K | Buy |
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|
2025
Q2 | $153K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $266K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.97M | Buy |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $270K | Buy |
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|
2020
Q2 | $85K | Sell |
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|
2020
Q1 | $129K | Sell |
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|
2019
Q4 | $501K | Buy |
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|
2019
Q3 | $55K | Sell |
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|
2019
Q2 | $277K | Sell |
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|
2019
Q1 | $455K | Buy |
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|
2018
Q4 | $415K | Buy |
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