American Money 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 | $914K | Sell |
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|
2025
Q1 | $827K | Sell |
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|
2024
Q4 | $810K | Sell |
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|
2024
Q3 | $5.14M | Sell |
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|
2024
Q2 | $6.03M | Sell |
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|
2024
Q1 | $6.07M | Buy |
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|
2023
Q4 | $5.55M | Buy |
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|
2023
Q3 | $4.31M | Buy |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $444K | Hold |
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|
2022
Q3 | $383K | Buy |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $549K | Buy |
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|
2021
Q3 | $426K | Sell |
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|
2021
Q2 | $444K | Sell |
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|
2021
Q1 | $498K | Sell |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $3.01M | Sell |
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|
2020
Q2 | $3M | Buy |
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|
2020
Q1 | $2.63M | Sell |
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|
2019
Q4 | $3.86M | Sell |
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|
2019
Q3 | $3.45M | Buy |
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|
2019
Q2 | $3.23M | Buy |
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|
2019
Q1 | $3.25M | Buy |
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|
2018
Q4 | $2.72M | Buy |
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|
2018
Q3 | $3.05M | Buy |
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|
2018
Q2 | $2.56M | Buy |
|