M.D. Sass LLC’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $11.1M | Sell |
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|
2023
Q2 | $22.3M | Buy |
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|
2023
Q1 | $20.4M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.38M | Sell |
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|
2021
Q4 | $22.7M | Sell |
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|
2021
Q3 | $21.1M | Sell |
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|
2021
Q2 | $23.6M | Sell |
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|
2021
Q1 | $23.4M | Sell |
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|
2020
Q4 | $25.9M | Sell |
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|
2020
Q3 | $18.8M | Buy |
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|
2020
Q2 | $16M | Buy |
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|
2020
Q1 | $12M | Buy |
|