Twin Lakes 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 | $6.33M | Sell |
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|
2025
Q2 | $6.18M | Sell |
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|
2025
Q1 | $5.3M | Sell |
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|
2024
Q4 | $5.18M | Buy |
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|
2024
Q3 | $4.53M | Sell |
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|
2024
Q2 | $5.22M | Sell |
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|
2024
Q1 | $5.59M | Buy |
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|
2023
Q4 | $5.31M | Sell |
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|
2023
Q3 | $4.26M | Buy |
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|
2023
Q2 | $4.38M | Buy |
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|
2023
Q1 | $4.04M | Buy |
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|
2022
Q4 | $6.41M | Sell |
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|
2022
Q3 | $5.54M | Buy |
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|
2022
Q2 | $4.86M | Sell |
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|
2022
Q1 | $6.56M | Buy |
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|
2021
Q4 | $6.51M | Sell |
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|
2021
Q3 | $5.66M | Sell |
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|
2021
Q2 | $5.73M | Buy |
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|
2021
Q1 | $5.1M | Sell |
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|
2020
Q4 | $4.26M | Buy |
|