Premier Fund Managers’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 | $46.8M | Sell |
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|
2025
Q2 | $81.3M | Buy |
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|
2025
Q1 | $70M | Buy |
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|
2024
Q4 | $66.5M | Hold |
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|
2024
Q3 | $58M | Buy |
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|
2024
Q2 | $61.1M | Hold |
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|
2024
Q1 | $60.1M | Buy |
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|
2023
Q4 | $52.9M | Buy |
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|
2023
Q3 | $36.1M | Hold |
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|
2023
Q2 | $37.8M | Sell |
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|
2023
Q1 | $43.8M | Sell |
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|
2022
Q4 | $69.7M | Buy |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $48.7M | Buy |
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|
2022
Q1 | $55.9M | Buy |
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