SCM
Silvant Capital Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,910
| Closed | -$1.41M | – | 301 |
|
|
2022
Q4 | $1.41M | Sell |
16,910
-49
| -0.3% | -$4.08K | 0.1% | 123 |
|
|
2022
Q3 | $1.22M | Sell |
16,959
-152
| -0.9% | -$10.9K | 0.08% | 120 |
|
|
2022
Q2 | $1.08M | Sell |
17,111
-270
| -2% | -$17.1K | 0.26% | 72 |
|
|
2022
Q1 | $1.47M | Buy |
+17,381
| New | +$1.47M | 0.28% | 67 |
|
|
2019
Q1 | – | Sell |
-80,757
| Closed | -$3.35M | – | 341 |
|
|
2018
Q4 | $3.35M | Sell |
80,757
-36,555
| -31% | -$1.52M | 0.67% | 47 |
|
|
2018
Q3 | $5.77M | Sell |
117,312
-18,580
| -14% | -$913K | 0.71% | 46 |
|
|
2018
Q2 | $6.94M | Sell |
135,892
-1,525
| -1% | -$77.9K | 0.86% | 33 |
|
|
2018
Q1 | $7.18M | Buy |
+137,417
| New | +$7.18M | 0.92% | 24 |
|