SeaBridge Investment 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 | $316K | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $328K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.81M | Sell |
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|
2019
Q1 | $3.01M | Buy |
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|
2018
Q4 | $2.9M | Sell |
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|
2018
Q3 | $3.56M | Sell |
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|
2018
Q2 | $3.94M | Sell |
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|
2018
Q1 | $4.47M | Sell |
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|
2017
Q4 | $4.47M | Sell |
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|
2017
Q3 | $3.84M | Sell |
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|
2017
Q2 | $3.77M | Buy |
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|
2017
Q1 | $3.58M | Buy |
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|
2016
Q4 | $3.08M | Sell |
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|
2016
Q3 | $2.48M | Hold |
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|
2016
Q2 | $1.99M | Sell |
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|
2016
Q1 | $2.32M | Sell |
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|
2015
Q4 | $2.94M | Buy |
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