Rampart Investment 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
2020
Q3
Sell
2020
Q2
$291K Buy
2020
Q1
$281K Sell
2019
Q4
$661K Buy
2019
Q3
$568K Sell
2019
Q2
$611K Buy
2019
Q1
$467K Sell
2018
Q4
$475K Sell
2018
Q3
$593K Buy
2018
Q2
$2.59M Sell
2018
Q1
$3.68M Buy
2017
Q4
$831K Buy
2017
Q3
$655K Buy
2017
Q2
$598K Buy
2017
Q1
$137K Sell
2016
Q4
$968K Sell
2016
Q3
$777K Buy