Logan Capital 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 | $23.4K | Sell |
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|
2025
Q1 | $75.1K | Hold |
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|
2024
Q4 | $71K | Sell |
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|
2024
Q3 | $631K | Hold |
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|
2024
Q2 | $717K | Hold |
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|
2024
Q1 | $704K | Hold |
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|
2023
Q4 | $669K | Hold |
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|
2023
Q3 | $534K | Sell |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $529K | Hold |
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|
2022
Q4 | $841K | Hold |
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|
2022
Q3 | $726K | Buy |
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|
2022
Q2 | $621K | Hold |
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|
2022
Q1 | $829K | Hold |
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|
2021
Q4 | $827K | Buy |
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|
2021
Q3 | $709K | Hold |
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|
2021
Q2 | $708K | Hold |
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|
2021
Q1 | $634K | Hold |
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|
2020
Q4 | $516K | Hold |
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|
2020
Q3 | $352K | Sell |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $368K | Hold |
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|
2019
Q4 | $521K | Sell |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $458K | Sell |
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|
2019
Q1 | $514K | Sell |
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|
2018
Q4 | $525K | Buy |
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|
2018
Q3 | $616K | Sell |
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|
2018
Q2 | $649K | Buy |
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|
2018
Q1 | $647K | Sell |
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|
2017
Q4 | $711K | Buy |
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|
2017
Q3 | $303K | Sell |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $320K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $233K | Buy |
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