Permanens Capital’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 | $5.6M | Buy |
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|
2025
Q1 | $4.27M | Buy |
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|
2024
Q4 | $3.48M | Hold |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $6.19M | Buy |
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|
2024
Q1 | $5.42M | Sell |
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|
2023
Q4 | $6.87M | Buy |
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|
2023
Q3 | $3.13M | Buy |
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|
2023
Q2 | $3.1M | Sell |
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|
2023
Q1 | $3.14M | Buy |
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|
2022
Q4 | $3.41M | Sell |
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|
2022
Q3 | $3.32M | Sell |
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|
2022
Q2 | $4.99M | Buy |
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|
2022
Q1 | $5.79M | Sell |
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|
2021
Q4 | $9.66M | Hold |
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|
2021
Q3 | $8.37M | Sell |
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|
2021
Q2 | $8.38M | Sell |
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|
2021
Q1 | $7.67M | Buy |
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|
2020
Q4 | $5.51M | Buy |
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|
2020
Q3 | $341K | Buy |
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|
2020
Q2 | $177K | Sell |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.33M | Buy |
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|
2018
Q4 | $748K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $261K | Buy |
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