Palisade Asset 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 | $1.02M | Sell |
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|
2025
Q1 | $882K | Sell |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $1.47M | Hold |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $2.15M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.47M | Hold |
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|
2022
Q1 | $1.96M | Hold |
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|
2021
Q4 | $1.95M | Hold |
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|
2021
Q3 | $1.69M | Hold |
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|
2021
Q2 | $1.69M | Sell |
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|
2021
Q1 | $1.54M | Hold |
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|
2020
Q4 | $1.25M | Hold |
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|
2020
Q3 | $854K | Hold |
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|
2020
Q2 | $795K | Hold |
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|
2020
Q1 | $792K | Hold |
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|
2019
Q4 | $1.12M | Hold |
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|
2019
Q3 | $986K | Hold |
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|
2019
Q2 | $947K | Hold |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $294K | Sell |
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|
2018
Q3 | $348K | Buy |
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|
2018
Q2 | $355K | Hold |
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|
2018
Q1 | $363K | Hold |
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|
2017
Q4 | $357K | Hold |
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|
2017
Q3 | $304K | Hold |
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|
2017
Q2 | $299K | Hold |
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|
2017
Q1 | $284K | Hold |
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|
2016
Q4 | $274K | Sell |
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|
2016
Q3 | $229K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $203K | Hold |
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|
2015
Q4 | $239K | Hold |
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|
2015
Q3 | $207K | Hold |
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|
2015
Q2 | $237K | Hold |
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|
2015
Q1 | $221K | Buy |
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|
2014
Q4 | $202K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $207K | Sell |
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|
2014
Q1 | $233K | Sell |
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|
2013
Q4 | $247K | Hold |
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|
2013
Q3 | $201K | Sell |
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|
2013
Q2 | $229K | Buy |
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