Jamison Private Wealth 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
$12.4M Buy
2025
Q2
$11.6M Buy
2025
Q1
$9.97M Buy
2024
Q4
$9.42M Buy
2024
Q3
$8.19M Buy
2024
Q2
$9.03M Buy
2024
Q1
$8.85M Buy
2023
Q4
$8.3M Buy
2023
Q3
$6.56M Buy