SC
SouthState Corp’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
5,958
-113
| -2% | -$10.3K | 0.02% | 265 |
|
|
2025
Q1 | $475K | Buy |
6,071
+5,880
| +3,079% | +$460K | 0.02% | 270 |
|
|
2024
Q4 | $14.1K | Buy |
191
+139
| +267% | +$10.3K | ﹤0.01% | 458 |
|
|
2024
Q3 | $3.37K | Hold |
52
| – | – | ﹤0.01% | 549 |
|
|
2024
Q2 | $3.83K | Buy |
+52
| New | +$3.83K | ﹤0.01% | 555 |
|
|
2023
Q2 | – | Sell |
-1,987
| Closed | -$104K | – | 641 |
|
|
2023
Q1 | $104K | Sell |
1,987
-139
| -7% | -$7.28K | 0.01% | 305 |
|
|
2022
Q4 | $177K | Sell |
2,126
-89
| -4% | -$7.41K | 0.02% | 273 |
|
|
2022
Q3 | $159K | Buy |
2,215
+198
| +10% | +$14.2K | 0.02% | 272 |
|
|
2022
Q2 | $128K | Buy |
2,017
+162
| +9% | +$10.3K | 0.01% | 296 |
|
|
2022
Q1 | $156K | Buy |
1,855
+1,307
| +239% | +$110K | 0.01% | 301 |
|
|
2021
Q4 | $46K | Buy |
548
+30
| +6% | +$2.52K | ﹤0.01% | 412 |
|
|
2021
Q3 | $38K | Buy |
+518
| New | +$38K | ﹤0.01% | 380 |
|
|
2018
Q1 | – | Sell |
-9,275
| Closed | -$477K | – | 289 |
|
|
2017
Q4 | $477K | Buy |
+9,275
| New | +$477K | 0.05% | 216 |
|