Robertson Stephens Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $862K | Buy |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $924K | Buy |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $603K | Buy |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $424K | Buy |
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|
2021
Q3 | $366K | Sell |
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|
2021
Q2 | $612K | Buy |
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|
2021
Q1 | $501K | Buy |
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|
2020
Q4 | $241K | Sell |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $411K | Buy |
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