Lebenthal Global Advisors’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 | $1.9M | Buy |
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|
2025
Q2 | $1.67M | Sell |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $988K | Buy |
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|
2023
Q3 | $699K | Buy |
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|
2023
Q2 | $630K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $736K | Buy |
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|
2021
Q2 | $724K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $35K | Buy |
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