Quantres Asset 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
2019
Q1
$415K Buy
2018
Q3
Sell
2018
Q2
$1.84M Buy
2018
Q1
$1.19M Buy
2017
Q2
Sell
2017
Q1
$1.2M Buy
2014
Q4
Sell
2014
Q3
$232K Buy
2014
Q2
Sell
2014
Q1
$681K Buy