Twin Capital 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
Q3 | $3.67M | Sell |
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|
2025
Q2 | $4.37M | Sell |
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|
2025
Q1 | $3.76M | Buy |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $391K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $3.11M | Sell |
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|
2022
Q3 | $2.82M | Buy |
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|
2022
Q2 | $2.32M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.09M | Buy |
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|
2021
Q1 | $2.93M | Buy |
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