Maltese 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
Q3
$5.97M Buy
2025
Q2
$4.56M Buy
2025
Q1
$1.17M Buy
2022
Q3
Sell
2022
Q2
$4.74M Buy
2022
Q1
$5.9M Buy
2021
Q4
$3.37M Buy
2021
Q3
$1.82M Buy
2017
Q4
Sell
2017
Q3
$7.04M Buy
2017
Q2
Sell
2017
Q1
$7.35M Sell
2016
Q4
$8.86M Buy
2016
Q3
Sell
2016
Q2
$3.75M Sell
2016
Q1
$4.76M Buy
2015
Q4
$4.28M Buy
2015
Q2
Sell
2015
Q1
$3.2M Sell
2014
Q4
$5.12M Buy
2014
Q3
$2.97M Buy