Mesirow Financial Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
137,586
-323
| -0.2% | -$29.5K | 0.24% | 92 |
|
|
2025
Q1 | $10.8M | Sell |
137,909
-935
| -0.7% | -$73.2K | 0.21% | 102 |
|
|
2024
Q4 | $10.3M | Buy |
138,844
+31
| +0% | +$2.29K | 0.2% | 101 |
|
|
2024
Q3 | $9M | Buy |
138,813
+488
| +0.4% | +$31.6K | 0.17% | 110 |
|
|
2024
Q2 | $10.2M | Buy |
138,325
+157
| +0.1% | +$11.6K | 0.23% | 99 |
|
|
2024
Q1 | $10M | Buy |
138,168
+6,825
| +5% | +$494K | 0.23% | 100 |
|
|
2023
Q4 | $9.04M | Buy |
+131,343
| New | +$9.04M | 0.33% | 69 |
|