Johnson Financial Group Inc (Wisconsin)’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
Q2 | $908K | Sell |
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|
2025
Q1 | $979K | Buy |
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|
2024
Q4 | $958K | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $4.28M | Buy |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $582K | Sell |
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|
2021
Q4 | $641K | Buy |
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|
2021
Q3 | $270K | Sell |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $908K | Sell |
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|
2020
Q4 | $950K | Buy |
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|
2020
Q3 | $51K | Sell |
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|
2020
Q2 | $68K | Sell |
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|
2020
Q1 | $416K | Buy |
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|
2019
Q4 | $464K | Buy |
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|
2019
Q3 | $164K | Sell |
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|
2019
Q2 | $189K | Buy |
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|
2019
Q1 | $93K | Buy |
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|
2018
Q4 | $73K | Hold |
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|
2018
Q3 | $86K | Buy |
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|
2018
Q2 | $87K | Sell |
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|
2018
Q1 | $93K | Sell |
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|
2017
Q4 | $98K | Sell |
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|
2017
Q3 | $95K | Buy |
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|
2017
Q2 | $86K | Buy |
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|
2017
Q1 | $72K | Sell |
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|
2016
Q4 | $311K | Sell |
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|
2016
Q3 | $253K | Sell |
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|
2016
Q2 | $216K | Buy |
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|
2016
Q1 | $37K | Buy |
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|
2015
Q4 | $27K | Buy |
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|
2015
Q3 | $4K | Buy |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $3K | Hold |
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|
2014
Q4 | $3K | Hold |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $3K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $7K | Buy |
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