Richard Bernstein Advisors’s Charles Schwab SCHW Stock Holding History

Richard Bernstein Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Buy
2023 Q2	–	Sell
2023 Q1	$984K	Hold
2022 Q4	$1.56M	Hold
2022 Q3	$1.35M	Sell
2022 Q2	$1.72M	Hold
2022 Q1	$2.29M	Hold
2021 Q4	$2.29M	Hold
2021 Q3	$1.98M	Buy
2021 Q2	$1.78M	Buy
2021 Q1	$770K	Hold
2020 Q4	$626K	Hold
2020 Q3	$428K	Hold
2020 Q2	$398K	Sell
2020 Q1	$818K	Hold
2019 Q4	$1.16M	Sell
2019 Q3	$3.08M	Hold
2019 Q2	$2.96M	Hold
2019 Q1	$3.14M	Hold
2018 Q4	$3.05M	Hold
2018 Q3	$3.62M	Hold
2018 Q2	$3.76M	Sell
2018 Q1	$8.51M	Hold
2017 Q4	$8.37M	Buy
2017 Q3	$6.77M	Hold
2017 Q2	$6.65M	Hold
2017 Q1	$6.32M	Hold
2016 Q4	$6.11M	Hold
2016 Q3	$4.89M	Buy
2016 Q2	$2.1M	Hold
2016 Q1	$2.32M	Buy