Osborne Partners Capital Management’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 | $788K | Sell |
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|
2025
Q1 | $706K | Hold |
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|
2024
Q4 | $667K | Hold |
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|
2024
Q3 | $585K | Hold |
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|
2024
Q2 | $665K | Hold |
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|
2024
Q1 | $652K | Sell |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $605K | Sell |
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|
2023
Q1 | $592K | Sell |
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|
2022
Q4 | $951K | Sell |
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|
2022
Q3 | $927K | Buy |
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|
2022
Q2 | $700K | Buy |
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|
2022
Q1 | $907K | Buy |
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|
2021
Q4 | $903K | Hold |
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|
2021
Q3 | $782K | Sell |
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|
2021
Q2 | $803K | Buy |
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|
2021
Q1 | $691K | Hold |
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|
2020
Q4 | $562K | Sell |
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|
2020
Q3 | $443K | Hold |
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|
2020
Q2 | $413K | Hold |
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|
2020
Q1 | $411K | Sell |
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|
2019
Q4 | $608K | Buy |
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|
2019
Q3 | $515K | Sell |
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|
2019
Q2 | $518K | Hold |
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|
2019
Q1 | $552K | Hold |
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|
2018
Q4 | $536K | Hold |
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|
2018
Q3 | $634K | Sell |
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|
2018
Q2 | $719K | Hold |
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|
2018
Q1 | $735K | Sell |
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|
2017
Q4 | $727K | Buy |
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|
2017
Q3 | $615K | Sell |
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|
2017
Q2 | $608K | Buy |
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|
2017
Q1 | $574K | Sell |
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|
2016
Q4 | $605K | Buy |
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|
2016
Q3 | $413K | Sell |
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|
2016
Q2 | $357K | Buy |
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|
2016
Q1 | $375K | Sell |
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|
2015
Q4 | $465K | Buy |
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|
2015
Q3 | $394K | Sell |
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|
2015
Q2 | $480K | Hold |
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|
2015
Q1 | $447K | Sell |
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|
2014
Q4 | $488K | Buy |
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|
2014
Q3 | $446K | Hold |
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|
2014
Q2 | $409K | Sell |
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|
2014
Q1 | $428K | Sell |
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|
2013
Q4 | $426K | Sell |
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|
2013
Q3 | $357K | Buy |
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|
2013
Q2 | $342K | Buy |
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