Argus Investors Counsel’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
28,819
-530
| -2% | -$48.4K | 1.87% | 17 |
|
|
2025
Q1 | $2.3M | Buy |
29,349
+74
| +0.3% | +$5.79K | 1.75% | 17 |
|
|
2024
Q4 | $2.17M | Sell |
29,275
-508
| -2% | -$37.6K | 1.45% | 22 |
|
|
2024
Q3 | $1.93M | Sell |
29,783
-529
| -2% | -$34.3K | 1.26% | 28 |
|
|
2024
Q2 | $2.23M | Buy |
30,312
+3,377
| +13% | +$249K | 1.37% | 20 |
|
|
2024
Q1 | $1.95M | Buy |
26,935
+204
| +0.8% | +$14.8K | 1.2% | 26 |
|
|
2023
Q4 | $1.84M | Buy |
26,731
+1,035
| +4% | +$71.2K | 1.18% | 27 |
|
|
2023
Q3 | $1.41M | Buy |
25,696
+1,108
| +5% | +$60.8K | 1.02% | 44 |
|
|
2023
Q2 | $1.39M | Buy |
+24,588
| New | +$1.39M | 0.97% | 47 |
|
|
2019
Q3 | – | Sell |
-10,400
| Closed | -$418K | – | 73 |
|
|
2019
Q2 | $418K | Buy |
10,400
+102
| +1% | +$4.1K | 0.2% | 64 |
|
|
2019
Q1 | $440K | Buy |
10,298
+414
| +4% | +$17.7K | 0.21% | 61 |
|
|
2018
Q4 | $410K | Buy |
9,884
+1,383
| +16% | +$57.4K | 0.21% | 53 |
|
|
2018
Q3 | $418K | Buy |
8,501
+1,310
| +18% | +$64.4K | 0.18% | 53 |
|
|
2018
Q2 | $367K | Buy |
+7,191
| New | +$367K | 0.17% | 53 |
|