Sand Hill Global Advisors’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 | $524K | Hold |
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|
2025
Q1 | $450K | Hold |
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|
2024
Q4 | $425K | Hold |
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|
2024
Q3 | $373K | Hold |
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|
2024
Q2 | $424K | Hold |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $395K | Hold |
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|
2023
Q3 | $316K | Hold |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q4 | $534K | Hold |
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|
2021
Q3 | $462K | Sell |
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|
2021
Q2 | $480K | Buy |
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|
2021
Q1 | $392K | Hold |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $201K | Sell |
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|
2020
Q1 | $3.15M | Buy |
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|
2019
Q4 | $4.23M | Buy |
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|
2019
Q3 | $3.66M | Sell |
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|
2019
Q2 | $3.56M | Buy |
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|
2019
Q1 | $3.77M | Buy |
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|
2018
Q4 | $3.66M | Buy |
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|
2018
Q3 | $4.32M | Buy |
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|
2018
Q2 | $4.49M | Buy |
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|
2018
Q1 | $675K | Sell |
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|
2017
Q4 | $6.96M | Sell |
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|
2017
Q3 | $6.24M | Buy |
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|
2017
Q2 | $6.08M | Sell |
|
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|
2017
Q1 | $5.85M | Sell |
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|
2016
Q4 | $5.68M | Sell |
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|
2016
Q3 | $6.5M | Sell |
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|
2016
Q2 | $5.22M | Buy |
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|
2016
Q1 | $5.72M | Buy |
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|
2015
Q4 | $4.63M | Sell |
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|
2015
Q3 | $4.03M | Buy |
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|
2015
Q2 | $4.55M | Sell |
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|
2015
Q1 | $4.29M | Sell |
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|
2014
Q4 | $4.78M | Sell |
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|
2014
Q3 | $4.97M | Buy |
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|
2014
Q2 | $4.33M | Buy |
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|
2014
Q1 | $4.35M | Buy |
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|
2013
Q4 | $4.09M | Sell |
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|
2013
Q3 | $4.58M | Buy |
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|
2013
Q2 | $3.37M | Buy |
|