Violich 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 | $229K | Hold |
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|
2025
Q2 | $219K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $628K | Hold |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $665K | Sell |
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|
2022
Q2 | $670K | Hold |
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|
2022
Q1 | $894K | Sell |
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|
2021
Q4 | $923K | Buy |
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|
2021
Q3 | $795K | Buy |
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|
2021
Q2 | $698K | Buy |
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|
2021
Q1 | $473K | Buy |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | $227K | Buy |
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