Klingman & Associates’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 | $783K | Sell |
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|
2025
Q2 | $779K | Buy |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $302K | Buy |
|
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $205K | Buy |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $218K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Sell |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q4 | $320K | Sell |
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|
2019
Q3 | $289K | Buy |
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|
2019
Q2 | $270K | Sell |
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $349K | Sell |
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|
2018
Q2 | $377K | Buy |
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|
2018
Q1 | $351K | Sell |
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|
2017
Q4 | $562K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $14K | Buy |
|