Marquette Asset Management’s Charles Schwab SCHW Stock Holding History

Marquette Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.3K	Buy
2022 Q3	–	Sell
2022 Q2	$1K	Sell
2022 Q1	$409K	Buy
2021 Q4	$407K	Hold
2021 Q3	$352K	Hold
2021 Q2	$352K	Hold
2021 Q1	$315K	Hold
2020 Q4	$257K	Hold
2020 Q3	$175K	Hold
2020 Q2	$163K	Hold
2020 Q1	$163K	Sell
2019 Q4	$293K	Hold
2019 Q3	$258K	Hold
2019 Q2	$248K	Hold
2019 Q1	$263K	Hold
2018 Q4	$256K	Hold
2018 Q3	$303K	Buy
2018 Q2	$247K	Hold
2018 Q1	$253K	Hold
2017 Q4	$249K	Hold
2017 Q3	$212K	Hold
2017 Q2	$208K	Buy
2016 Q4	–	Sell
2016 Q3	$280K	Hold
2016 Q2	$224K	Hold
2016 Q1	$249K	Hold
2015 Q4	$292K	Hold
2015 Q3	$253K	Hold
2015 Q2	$290K	Hold
2015 Q1	$270K	Hold
2014 Q4	$268K	Hold
2014 Q3	$261K	Hold
2014 Q2	$239K	Hold
2014 Q1	$242K	Hold
2013 Q4	$231K	Buy
2013 Q3	–	Sell
2013 Q2	$342K	Buy