Highland Capital Management (Tennessee)’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 | $1.6M | Sell |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.85M | Sell |
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|
2024
Q2 | $7.41M | Buy |
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|
2024
Q1 | $7.15M | Sell |
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|
2023
Q4 | $6.93M | Sell |
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|
2023
Q3 | $5.69M | Sell |
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|
2023
Q2 | $5.96M | Buy |
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|
2023
Q1 | $5.16M | Buy |
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|
2022
Q4 | $6.98M | Buy |
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|
2022
Q3 | $5.98M | Buy |
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|
2022
Q2 | $4.55M | Buy |
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|
2022
Q1 | $383K | Hold |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $331K | Hold |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $338K | Hold |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $215K | Hold |
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|
2019
Q4 | $304K | Sell |
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|
2019
Q3 | $337K | Sell |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $356K | Hold |
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|
2018
Q4 | $346K | Hold |
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|
2018
Q3 | $410K | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.42M | Buy |
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|
2017
Q3 | $706K | Sell |
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|
2017
Q2 | $991K | Sell |
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|
2017
Q1 | $949K | Sell |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $277K | Hold |
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|
2016
Q2 | $222K | Hold |
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|
2016
Q1 | $246K | Sell |
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|
2015
Q4 | $294K | Hold |
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|
2015
Q3 | $255K | Hold |
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|
2015
Q2 | $291K | Hold |
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|
2015
Q1 | $272K | Hold |
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|
2014
Q4 | $269K | Hold |
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|
2014
Q3 | $262K | Hold |
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|
2014
Q2 | $240K | Hold |
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|
2014
Q1 | $244K | Hold |
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|
2013
Q4 | $232K | Buy |
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