Janney Montgomery Scott’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 | $46.6M | Sell |
|
|||||
|
2025
Q2 | $45.4M | Sell |
|
|||||
|
2025
Q1 | $41.6M | Sell |
|
|||||
|
2024
Q4 | $42.1M | Sell |
|
|||||
|
2024
Q3 | $37.8M | Sell |
|
|||||
|
2024
Q2 | $44.8M | Sell |
|
|||||
|
2024
Q1 | $45.6M | Buy |
|
|||||
|
2023
Q4 | $40.2M | Sell |
|
|||||
|
2023
Q3 | $32.8M | Sell |
|
|||||
|
2023
Q2 | $36.7M | Buy |
|
|||||
|
2023
Q1 | $31.2M | Buy |
|
|||||
|
2022
Q4 | $34.2M | Sell |
|
|||||
|
2022
Q3 | $30.4M | Buy |
|
|||||
|
2022
Q2 | $24.9M | Buy |
|
|||||
|
2022
Q1 | $32.4M | Sell |
|
|||||
|
2021
Q4 | $33.9M | Buy |
|
|||||
|
2021
Q3 | $29.3M | Buy |
|
|||||
|
2021
Q2 | $29.1M | Sell |
|
|||||
|
2021
Q1 | $26.8M | Sell |
|
|||||
|
2020
Q4 | $23.7M | Buy |
|
|||||
|
2020
Q3 | $16.1M | Sell |
|
|||||
|
2020
Q2 | $15.1M | Buy |
|
|||||
|
2020
Q1 | $12.7M | Sell |
|
|||||
|
2019
Q4 | $18.3M | Buy |
|
|||||
|
2019
Q3 | $15.3M | Buy |
|
|||||
|
2019
Q2 | $1.84M | Sell |
|
|||||
|
2019
Q1 | $2.19M | Sell |
|
|||||
|
2018
Q4 | $2.33M | Sell |
|
|||||
|
2018
Q3 | $2.98M | Sell |
|
|||||
|
2018
Q2 | $3.13M | Buy |
|
|||||
|
2018
Q1 | $3.04M | Sell |
|
|||||
|
2017
Q4 | $3.07M | Sell |
|
|||||
|
2017
Q3 | $3.02M | Buy |
|
|||||
|
2017
Q2 | $1.97M | Buy |
|
|||||
|
2017
Q1 | $769K | Sell |
|
|||||
|
2016
Q4 | $764K | Buy |
|
|||||
|
2016
Q3 | $477K | Sell |
|
|||||
|
2016
Q2 | $548K | Buy |
|
|||||
|
2016
Q1 | $258K | Buy |
|
|||||
|
2015
Q4 | $266K | Buy |
|
|||||
|
2015
Q3 | $202K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $212K | Buy |
|