Ramsay Stattman Vela & Price’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
Q2
$1.1M Buy
2025
Q1
$915K Buy
2024
Q4
$823K Buy
2024
Q3
$608K Buy
2024
Q2
$645K Buy
2024
Q1
$575K Buy
2023
Q4
$509K Hold
2023
Q3
$406K Sell
2023
Q2
$1.87M Sell
2023
Q1
$1.74M Buy
2022
Q4
$2.53M Buy