Obermeyer Wealth Partners’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 | $303K | Buy |
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|
2025
Q2 | $283K | Sell |
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|
2025
Q1 | $244K | Sell |
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|
2024
Q4 | $378K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $420K | Hold |
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|
2022
Q3 | $363K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $425K | Hold |
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|
2021
Q4 | $424K | Buy |
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|
2021
Q3 | $362K | Hold |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $442K | Buy |
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