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