Vantage Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $6.5M | Buy |
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|
2018
Q2 | $6.43M | Buy |
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|
2018
Q1 | $6.35M | Buy |
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|
2017
Q4 | $5.12M | Buy |
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|
2017
Q3 | $4.07M | Buy |
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|
2017
Q2 | $3.93M | Buy |
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|
2017
Q1 | $3.07M | Buy |
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|
2016
Q4 | $2.72M | Sell |
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|
2016
Q3 | $2.23M | Sell |
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|
2016
Q2 | $1.83M | Sell |
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|
2016
Q1 | $2.05M | Buy |
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|
2015
Q4 | $1.76M | Buy |
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|
2015
Q3 | $170K | Buy |
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|
2015
Q2 | $174K | Sell |
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|
2015
Q1 | $414K | Buy |
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|
2014
Q4 | $161K | Sell |
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|
2014
Q3 | $168K | Hold |
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|
2014
Q2 | $154K | Hold |
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|
2014
Q1 | $157K | Hold |
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|
2013
Q4 | $149K | Buy |
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