Partners Capital Investment Group’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 | $5.07M | Hold |
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|
2025
Q2 | $4.84M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $233K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $32.2M | Buy |
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|
2018
Q2 | $32.3M | Buy |
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|
2018
Q1 | $30.8M | Buy |
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|
2017
Q4 | $27.7M | Sell |
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|
2017
Q3 | $31M | Buy |
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|
2017
Q2 | $27.6M | Buy |
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|
2017
Q1 | $22.6M | Buy |
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|
2016
Q4 | $20.4M | Buy |
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|
2016
Q3 | $14.9M | Buy |
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|
2016
Q2 | $11.7M | Buy |
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|
2016
Q1 | $12.5M | Buy |
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|
2015
Q4 | $14.4M | Buy |
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