Luther King Capital Management (LKCM)’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 | $20.1M | Buy |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $1.9M | Sell |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.95M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $379K | Buy |
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|
2019
Q2 | $275K | Sell |
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|
2019
Q1 | $319K | Sell |
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|
2018
Q4 | $399K | Buy |
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|
2018
Q3 | $414K | Sell |
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|
2018
Q2 | $451K | Buy |
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|
2018
Q1 | $360K | Sell |
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|
2017
Q4 | $477K | Hold |
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|
2017
Q3 | $406K | Sell |
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|
2017
Q2 | $438K | Sell |
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|
2017
Q1 | $528K | Buy |
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|
2016
Q4 | $318K | Hold |
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|
2016
Q3 | $254K | Hold |
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|
2016
Q2 | $204K | Hold |
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|
2016
Q1 | $226K | Sell |
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|
2015
Q4 | $524K | Buy |
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|
2015
Q3 | $451K | Sell |
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|
2015
Q2 | $516K | Sell |
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|
2015
Q1 | $670K | Sell |
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|
2014
Q4 | $1.15M | Buy |
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|
2014
Q3 | $751K | Sell |
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|
2014
Q2 | $708K | Buy |
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|
2014
Q1 | $696K | Buy |
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|
2013
Q4 | $551K | Sell |
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|
2013
Q3 | $1.33M | Buy |
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|
2013
Q2 | $561K | Buy |
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