Schwartz Investment Counsel’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$19M Sell
2019
Q3
$26.4M Hold
2019
Q2
$25.3M Hold
2019
Q1
$26.9M Hold
2018
Q4
$26.2M Buy
2018
Q3
$24.1M Buy
2018
Q2
$16.4M Buy
2018
Q1
$5.22M Hold
2017
Q4
$5.14M Buy