Oakworth Capital’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 | $233K | Buy |
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|
2025
Q1 | $177K | Hold |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $146K | Sell |
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|
2024
Q2 | $175K | Buy |
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|
2024
Q1 | $97.2K | Hold |
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|
2023
Q4 | $92.5K | Buy |
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|
2023
Q3 | $65.9K | Hold |
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|
2023
Q2 | $68K | Hold |
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|
2023
Q1 | $62.9K | Hold |
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|
2022
Q4 | $99.9K | Hold |
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|
2022
Q3 | $87K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $101K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $88K | Hold |
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|
2021
Q1 | $79K | Hold |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $44K | Hold |
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|
2020
Q2 | $40K | Hold |
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|
2020
Q1 | $40K | Hold |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $51K | Sell |
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|
2019
Q2 | $106K | Buy |
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|
2019
Q1 | $51K | Hold |
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|
2018
Q4 | $49K | Hold |
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|
2018
Q3 | $59K | Hold |
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|
2018
Q2 | $61K | Hold |
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|
2018
Q1 | $67K | Hold |
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|
2017
Q4 | $59K | Buy |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $14K | Hold |
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|
2016
Q3 | $11K | Hold |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $10K | Hold |
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|
2015
Q4 | $12K | Buy |
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