MAI 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 | $11.6M | Sell |
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|
2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $9.64M | Sell |
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|
2024
Q3 | $9.14M | Sell |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $3.04M | Buy |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | $2.47M | Sell |
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|
2022
Q2 | $2.55M | Sell |
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|
2022
Q1 | $11.5M | Buy |
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|
2021
Q4 | $3.18M | Buy |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.83M | Sell |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $875K | Buy |
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|
2020
Q2 | $809K | Sell |
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|
2020
Q1 | $948K | Sell |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $988K | Sell |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $1M | Sell |
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|
2018
Q3 | $1.19M | Buy |
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|
2018
Q2 | $1.23M | Buy |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $1.1M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $222K | Sell |
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|
2016
Q1 | $580K | Hold |
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|
2015
Q4 | $681K | Sell |
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|
2015
Q3 | $708K | Sell |
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|
2015
Q2 | $853K | Sell |
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|
2015
Q1 | $892K | Buy |
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|
2014
Q4 | $841K | Sell |
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|
2014
Q3 | $832K | Hold |
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|
2014
Q2 | $763K | Buy |
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|
2014
Q1 | $690K | Buy |
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|
2013
Q4 | $575K | Buy |
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|
2013
Q3 | $460K | Buy |
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|
2013
Q2 | $435K | Buy |
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