Oppenheimer & Co’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 | $7.93M | Sell |
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|
2025
Q1 | $7.03M | Sell |
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|
2024
Q4 | $6.77M | Sell |
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|
2024
Q3 | $6.5M | Sell |
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|
2024
Q2 | $9.79M | Sell |
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|
2024
Q1 | $10.9M | Sell |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $8.85M | Sell |
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|
2023
Q2 | $9.34M | Buy |
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|
2023
Q1 | $8.44M | Buy |
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|
2022
Q4 | $7.71M | Buy |
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|
2022
Q3 | $5.98M | Sell |
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|
2022
Q2 | $5.44M | Buy |
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|
2022
Q1 | $7.04M | Sell |
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|
2021
Q4 | $7.21M | Sell |
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|
2021
Q3 | $6.6M | Sell |
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|
2021
Q2 | $6.75M | Sell |
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|
2021
Q1 | $7.03M | Buy |
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|
2020
Q4 | $4.78M | Sell |
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|
2020
Q3 | $4.17M | Sell |
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|
2020
Q2 | $5.67M | Buy |
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|
2020
Q1 | $5.55M | Buy |
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|
2019
Q4 | $5.58M | Buy |
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|
2019
Q3 | $3.54M | Buy |
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|
2019
Q2 | $2.01M | Buy |
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|
2019
Q1 | $1.87M | Buy |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $448K | Buy |
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|
2018
Q2 | $418K | Buy |
|
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|
2018
Q1 | $404K | Sell |
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|
2017
Q4 | $772K | Buy |
|
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|
2017
Q3 | $241K | Sell |
|
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|
2017
Q2 | $316K | Buy |
|
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|
2017
Q1 | $291K | Buy |
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|
2016
Q4 | $202K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $590K | Sell |
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|
2015
Q4 | $1.28M | Buy |
|
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|
2015
Q3 | $905K | Sell |
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|
2015
Q2 | $1.12M | Buy |
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|
2015
Q1 | $433K | Buy |
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|
2014
Q4 | $200K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $430K | Sell |
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|
2013
Q3 | $783K | Buy |
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