Thompson Siegel & Walmsley’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 | $6.13M | Sell |
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|
2025
Q1 | $5.55M | Sell |
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|
2024
Q4 | $6.45M | Sell |
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|
2024
Q3 | $8.34M | Sell |
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|
2024
Q2 | $9.88M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $8.71M | Sell |
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|
2023
Q2 | $9.49M | Sell |
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|
2023
Q1 | $12.1M | Buy |
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|
2022
Q4 | $19M | Buy |
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|
2022
Q3 | $12.5M | Sell |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $15.6M | Sell |
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|
2021
Q4 | $16.1M | Sell |
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|
2021
Q3 | $14.2M | Sell |
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|
2021
Q2 | $14.6M | Sell |
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|
2021
Q1 | $13.8M | Buy |
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|
2020
Q4 | $10.9M | Sell |
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|
2020
Q3 | $8.89M | Buy |
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|
2020
Q2 | $7.79M | Buy |
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|
2020
Q1 | $5.43M | Buy |
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|
2019
Q4 | $1K | Buy |
|