SouthState Corp’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 | $544K | Sell |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $14.1K | Buy |
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|
2024
Q3 | $3.37K | Hold |
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|
2024
Q2 | $3.83K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $104K | Sell |
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|
2022
Q4 | $177K | Sell |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q2 | $128K | Buy |
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|
2022
Q1 | $156K | Buy |
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|
2021
Q4 | $46K | Buy |
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|
2021
Q3 | $38K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $477K | Buy |
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