Kovitz Investment Group Partners’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 | $243M | Sell |
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|
2025
Q1 | $210M | Sell |
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|
2024
Q4 | $217M | Buy |
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|
2024
Q3 | $155M | Buy |
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|
2024
Q2 | $174M | Buy |
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|
2024
Q1 | $167M | Buy |
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|
2023
Q4 | $158M | Buy |
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|
2023
Q3 | $124M | Sell |
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|
2023
Q2 | $164M | Buy |
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|
2023
Q1 | $108M | Buy |
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|
2022
Q4 | $152M | Sell |
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|
2022
Q3 | $135M | Buy |
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|
2022
Q2 | $117M | Buy |
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|
2022
Q1 | $112M | Buy |
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|
2021
Q4 | $72.2M | Buy |
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|
2021
Q3 | $83.6M | Sell |
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|
2021
Q2 | $84M | Buy |
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|
2021
Q1 | $70.5M | Sell |
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|
2020
Q4 | $63.9M | Buy |
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|
2020
Q3 | $43.2M | Sell |
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|
2020
Q2 | $40.3M | Sell |
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|
2020
Q1 | $42.2M | Buy |
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|
2019
Q4 | $57.7M | Buy |
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|
2019
Q3 | $50.2M | Buy |
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|
2019
Q2 | $38.8M | Buy |
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|
2019
Q1 | $39.7M | Buy |
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|
2018
Q4 | $20.8M | Buy |
|