Rothschild Investment LLC’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 | $1.44M | Sell |
|
|||||
|
2025
Q1 | $1.61M | Sell |
|
|||||
|
2024
Q4 | $1.54M | Buy |
|
|||||
|
2024
Q3 | $1.34M | Sell |
|
|||||
|
2024
Q2 | $1.64M | Buy |
|
|||||
|
2024
Q1 | $1.44M | Sell |
|
|||||
|
2023
Q4 | $1.38M | Buy |
|
|||||
|
2023
Q3 | $1.04M | Buy |
|
|||||
|
2023
Q2 | $999K | Buy |
|
|||||
|
2023
Q1 | $828K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $504K | Sell |
|
|||||
|
2021
Q1 | $453K | Sell |
|
|||||
|
2020
Q4 | $658K | Sell |
|
|||||
|
2020
Q3 | $457K | Sell |
|
|||||
|
2020
Q2 | $548K | Sell |
|
|||||
|
2020
Q1 | $605K | Sell |
|
|||||
|
2019
Q4 | $899K | Buy |
|
|||||
|
2019
Q3 | $247K | Sell |
|
|||||
|
2019
Q2 | $239K | Buy |
|