Prentiss Smith & Co’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 | $6.49M | Sell |
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|
2025
Q2 | $6.29M | Sell |
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|
2025
Q1 | $5.48M | Buy |
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|
2024
Q4 | $4.19M | Buy |
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|
2024
Q3 | $3.67M | Sell |
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|
2024
Q2 | $4.21M | Sell |
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|
2024
Q1 | $4.19M | Sell |
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|
2023
Q4 | $4.07M | Sell |
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|
2023
Q3 | $3.34M | Sell |
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|
2023
Q2 | $3.51M | Buy |
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|
2023
Q1 | $3.24M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $613K | Hold |
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|
2019
Q2 | $589K | Sell |
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|
2019
Q1 | $631K | Buy |
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|
2018
Q4 | $597K | Buy |
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