Sutton Place Investors’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
Q3 | $851K | Buy |
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|
2025
Q2 | $808K | Buy |
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|
2025
Q1 | $679K | Buy |
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|
2024
Q4 | $632K | Buy |
|
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|
2024
Q3 | $536K | Buy |
|
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|
2024
Q2 | $596K | Buy |
|
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|
2024
Q1 | $573K | Buy |
|
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|
2023
Q4 | $520K | Buy |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $424K | Buy |
|
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $626K | Buy |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $467K | Buy |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $555K | Buy |
|