Wilkinson Global Asset 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
Q2
$235K Hold
2025
Q1
$202K Buy
2023
Q2
Sell
2023
Q1
$19.4M Sell
2022
Q4
$35.2M Sell
2022
Q3
$30.5M Buy
2022
Q2
$26.6M Sell
2022
Q1
$37.1M Buy
2021
Q4
$36M Buy
2021
Q3
$31.1M Buy
2021
Q2
$30.3M Sell
2021
Q1
$27.3M Buy