Thompson Investment Management’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 | $9.13M | Sell |
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|
2025
Q1 | $9.71M | Sell |
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|
2024
Q4 | $9.36M | Buy |
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|
2024
Q3 | $7.91M | Buy |
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|
2024
Q2 | $8.69M | Sell |
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|
2024
Q1 | $9.34M | Buy |
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|
2023
Q4 | $8.76M | Buy |
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|
2023
Q3 | $6.68M | Sell |
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|
2023
Q2 | $7.24M | Buy |
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|
2023
Q1 | $5.7M | Buy |
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|
2022
Q4 | $2.95M | Hold |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $2.24M | Buy |
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|
2022
Q1 | $2.9M | Hold |
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|
2021
Q4 | $2.89M | Sell |
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|
2021
Q3 | $3.01M | Sell |
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|
2021
Q2 | $3.29M | Hold |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $2.47M | Buy |
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|
2020
Q3 | $1.52M | Hold |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.35M | Sell |
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|
2019
Q3 | $1.2M | Hold |
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|
2019
Q2 | $1.15M | Hold |
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|
2019
Q1 | $1.22M | Buy |
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