IEQ Capital’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 | $26.5M | Buy |
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|
2025
Q2 | $19.6M | Buy |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $5.75M | Buy |
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|
2024
Q3 | $3.8M | Sell |
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|
2024
Q2 | $4.77M | Sell |
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|
2024
Q1 | $6.61M | Buy |
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|
2023
Q4 | $5.96M | Sell |
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|
2023
Q3 | $5.13M | Sell |
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|
2023
Q2 | $5.35M | Sell |
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|
2023
Q1 | $5.14M | Sell |
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|
2022
Q4 | $12.9M | Buy |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $7.95M | Sell |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $10.3M | Buy |
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|
2021
Q3 | $7.22M | Buy |
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|
2021
Q2 | $7.14M | Buy |
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|
2021
Q1 | $5.84M | Buy |
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|
2020
Q4 | $4.61M | Sell |
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|
2020
Q3 | $3.22M | Buy |
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|
2020
Q2 | $2.97M | Sell |
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|
2020
Q1 | $3.18M | Buy |
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|
2019
Q4 | $741K | Buy |
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