Private Asset Management’s Charles Schwab SCHW Stock Holding History

Private Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$509K	Sell
2023 Q1	$1.09M	Sell
2022 Q4	$1.94M	Sell
2022 Q3	$1.87M	Sell
2022 Q2	$1.77M	Sell
2022 Q1	$2.42M	Sell
2021 Q4	$2.68M	Sell
2021 Q3	$2.38M	Buy
2021 Q2	$2.38M	Buy
2021 Q1	$2.1M	Sell
2020 Q4	$1.74M	Sell
2020 Q3	$1.29M	Sell
2020 Q2	$1.5M	Sell
2020 Q1	$1.83M	Sell
2019 Q4	$3.78M	Sell
2019 Q3	$3.48M	Sell
2019 Q2	$3.53M	Sell
2019 Q1	$3.83M	Sell
2018 Q4	$3.89M	Sell
2018 Q3	$5.62M	Buy
2018 Q2	$4.89M	Buy
2018 Q1	$4.13M	Buy
2017 Q4	$3.9M	Buy
2017 Q3	$2.88M	Buy
2017 Q2	$272K	Buy