Stonehage Fleming Financial Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.3M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $572K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $150K | Sell |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.06M | Hold |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.17K | Hold |
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|
2018
Q4 | $1.14M | Hold |
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|
2018
Q3 | $1.34M | Hold |
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|
2018
Q2 | $1.4M | Buy |
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|
2018
Q1 | $1.32M | Hold |
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|
2017
Q4 | $1.3M | Hold |
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|
2017
Q3 | $1.11M | Hold |
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|
2017
Q2 | $1.09M | Hold |
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|
2017
Q1 | $1.03M | Hold |
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|
2016
Q4 | $1M | Sell |
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|
2016
Q3 | $818K | Hold |
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|
2016
Q2 | $656K | Hold |
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|
2016
Q1 | $726K | Buy |
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