Annandale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
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|
2025
Q1 | $3.89M | Sell |
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|
2024
Q4 | $4.43M | Hold |
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|
2024
Q3 | $3.88M | Buy |
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|
2024
Q2 | $4.4M | Hold |
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|
2024
Q1 | $4.32M | Hold |
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|
2023
Q4 | $4.11M | Buy |
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|
2023
Q3 | $2.38M | Buy |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.34M | Hold |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $205K | Hold |
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|
2021
Q4 | $205K | Buy |
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