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 |
|