Avalon Capital 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
Q3 | $538K | Sell |
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|
2025
Q2 | $518K | Sell |
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|
2025
Q1 | $460K | Sell |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $406K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $813K | Sell |
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|
2017
Q3 | $894K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.03M | Buy |
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|
2015
Q1 | $948K | Buy |
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