TownSquare Capital’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 | $769K | Sell |
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|
2025
Q2 | $989K | Sell |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $4.58M | Buy |
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|
2024
Q3 | $3.92M | Sell |
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|
2024
Q2 | $4.74M | Sell |
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|
2024
Q1 | $17.2M | Buy |
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|
2023
Q4 | $13.6M | Buy |
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|
2023
Q3 | $10.8M | Buy |
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|
2023
Q2 | $10.4M | Buy |
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|
2023
Q1 | $5.33M | Buy |
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|
2022
Q4 | $984K | Buy |
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|
2022
Q3 | $748K | Buy |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $351K | Buy |
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