Prana 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
Q3 | $44.1M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $20.1M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $39.5M | Sell |
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|
2024
Q2 | $64M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.61M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $9.89M | Buy |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $25.9M | Buy |
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|
2022
Q1 | $12.6M | Sell |
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|
2021
Q4 | $18.3M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $6.75M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $24.5M | Buy |
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|
2020
Q1 | $7.25M | Buy |
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