LGT Group Foundation’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 | $6.01M | Buy |
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|
2025
Q1 | $5.03M | Sell |
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|
2024
Q4 | $4.95M | Sell |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $890K | Sell |
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|
2024
Q1 | $894K | Buy |
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|
2023
Q4 | $822K | Sell |
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|
2023
Q3 | $7.85M | Sell |
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|
2023
Q2 | $9.85M | Sell |
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|
2023
Q1 | $9.3M | Buy |
|
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|
2022
Q4 | $5.07M | Buy |
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|
2022
Q3 | $3.3M | Sell |
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|
2022
Q2 | $3.14M | Sell |
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|
2022
Q1 | $4.79M | Buy |
|