Abbrea Capital’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
Q2 | $240K | Sell |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $476K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $266K | Hold |
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|
2020
Q4 | $216K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $224K | Buy |
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