Spectrum Asset Management (California)’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
Q4 | $4M | Sell |
|
|||||
|
2025
Q3 | $5.06M | Sell |
|
|||||
|
2025
Q2 | $5M | Sell |
|
|||||
|
2025
Q1 | $5.2M | Buy |
|
|||||
|
2024
Q4 | $4.86M | Buy |
|
|||||
|
2024
Q3 | $4.22M | Sell |
|
|||||
|
2024
Q2 | $4.83M | Sell |
|
|||||
|
2024
Q1 | $5.51M | Buy |
|
|||||
|
2023
Q4 | $4.81M | Buy |
|
|||||
|
2023
Q3 | $3.76M | Buy |
|
|||||
|
2023
Q2 | $3.73M | Sell |
|
|||||
|
2023
Q1 | $3.51M | Buy |
|
|||||
|
2022
Q4 | $3.84M | Buy |
|
|||||
|
2022
Q3 | $3M | Buy |
|
|||||
|
2022
Q2 | $2.56M | Sell |
|
|||||
|
2022
Q1 | $4.92M | Buy |
|
|||||
|
2021
Q4 | $4.88M | Sell |
|
|||||
|
2021
Q3 | $4.51M | Sell |
|
|||||
|
2021
Q2 | $4.52M | Sell |
|
|||||
|
2021
Q1 | $4.23M | Buy |
|
|||||
|
2020
Q4 | $2.88M | Buy |
|
|||||
|
2020
Q3 | $1.61M | Sell |
|
|||||
|
2020
Q2 | $2.41M | Buy |
|
|||||
|
2020
Q1 | $1.6M | Buy |
|