Weiss Multi-Strategy Advisers’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.45M | Sell |
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|
2023
Q2 | $17.3M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $15.7M | Buy |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Hold |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4.6M | Buy |
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|
2018
Q1 | $1.73M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.84M | Sell |
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|
2017
Q2 | $5.58M | Buy |
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|
2017
Q1 | $3.39M | Sell |
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|
2016
Q4 | $7.9M | Buy |
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