Westwood Holdings Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $98.8M | Sell |
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|
2024
Q1 | $108M | Buy |
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|
2023
Q4 | $31.1M | Buy |
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|
2023
Q3 | $23M | Buy |
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|
2023
Q2 | $22.4M | Sell |
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|
2023
Q1 | $22.5M | Buy |
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|
2022
Q4 | $18.2M | Sell |
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|
2022
Q3 | $81.1M | Buy |
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|
2022
Q2 | $63.4M | Buy |
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|
2022
Q1 | $77.2M | Sell |
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|
2021
Q4 | $137M | Sell |
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|
2021
Q3 | $121M | Sell |
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|
2021
Q2 | $142M | Sell |
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|
2021
Q1 | $138M | Buy |
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|
2020
Q4 | $86.7M | Buy |
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|
2020
Q3 | $50.8M | Sell |
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|
2020
Q2 | $47.6M | Sell |
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|
2020
Q1 | $48.6M | Buy |
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|
2019
Q4 | $63.2M | Sell |
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|
2019
Q3 | $63.2M | Buy |
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|
2019
Q2 | $10M | Buy |
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|
2019
Q1 | $10.5M | Buy |
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|
2018
Q4 | $7.92M | Buy |
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|
2018
Q3 | $6.74M | Buy |
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