SII Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $673K | Buy |
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|
2017
Q2 | $657K | Sell |
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|
2017
Q1 | $703K | Sell |
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|
2016
Q4 | $772K | Sell |
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|
2016
Q3 | $3.84M | Buy |
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|
2016
Q2 | $2.97M | Buy |
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|
2016
Q1 | $3.28M | Buy |
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|
2015
Q4 | $3.81M | Hold |
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|
2015
Q3 | $3.31M | Sell |
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|
2015
Q2 | $3.8M | Sell |
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|
2015
Q1 | $3.57M | Sell |
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|
2014
Q4 | $3.57M | Sell |
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|
2014
Q3 | $3.55M | Sell |
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|
2014
Q2 | $3.31M | Sell |
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|
2014
Q1 | $3.04M | Sell |
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|
2013
Q4 | $3.32M | Sell |
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|
2013
Q3 | $2.76M | Sell |
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|
2013
Q2 | $2.77M | Buy |
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