Laird Norton Wetherby 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
Q2 | $5.28M | Buy |
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|
2024
Q4 | $4.69M | Sell |
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|
2024
Q3 | $5.66M | Sell |
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|
2024
Q2 | $6.68M | Sell |
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|
2024
Q1 | $7.28M | Buy |
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|
2023
Q4 | $4.45M | Buy |
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|
2023
Q3 | $3.52M | Buy |
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|
2023
Q2 | $3.58M | Buy |
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|
2023
Q1 | $3.2M | Buy |
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|
2022
Q4 | $4.09M | Buy |
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|
2022
Q3 | $3.32M | Buy |
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|
2022
Q2 | $2.79M | Sell |
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|
2022
Q1 | $4.44M | Buy |
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|
2021
Q4 | $3.88M | Buy |
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|
2021
Q3 | $3.18M | Buy |
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|
2021
Q2 | $2.73M | Buy |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $2.02M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $1.96M | Sell |
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|
2018
Q2 | $2.1M | Buy |
|
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|
2018
Q1 | $2.08M | Sell |
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|
2017
Q4 | $2.07M | Buy |
|
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|
2017
Q3 | $1.53M | Sell |
|
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|
2017
Q2 | $1.5M | Buy |
|
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|
2017
Q1 | $1.36M | Sell |
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|
2016
Q4 | $1.37M | Buy |
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|
2016
Q3 | $1.03M | Buy |
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|
2016
Q2 | $762K | Buy |
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|
2016
Q1 | $808K | Sell |
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|
2015
Q4 | $991K | Buy |
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|
2015
Q3 | $859K | Buy |
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|
2015
Q2 | $910K | Buy |
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|
2015
Q1 | $848K | Buy |
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|
2014
Q4 | $814K | Sell |
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|
2014
Q3 | $825K | Buy |
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|
2014
Q2 | $744K | Sell |
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|
2014
Q1 | $762K | Buy |
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|
2013
Q4 | $423K | Sell |
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|
2013
Q3 | $359K | Buy |
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|
2013
Q2 | $321K | Buy |
|