Bahl & Gaynor’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 | $660K | Sell |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $516K | Hold |
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|
2024
Q3 | $452K | Hold |
|
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|
2024
Q2 | $514K | Hold |
|
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|
2024
Q1 | $505K | Sell |
|
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|
2023
Q4 | $484K | Sell |
|
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $399K | Sell |
|
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|
2022
Q4 | $663K | Buy |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $416K | Hold |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $474K | Hold |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $524K | Buy |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $272K | Hold |
|
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $343K | Hold |
|
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|
2019
Q2 | $330K | Hold |
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|
2019
Q1 | $351K | Hold |
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|
2018
Q4 | $341K | Buy |
|
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|
2018
Q3 | $304K | Sell |
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|
2018
Q2 | $334K | Buy |
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|
2018
Q1 | $324K | Hold |
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|
2017
Q4 | $318K | Buy |
|
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|
2017
Q3 | $269K | Sell |
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|
2017
Q2 | $338K | Buy |
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|
2017
Q1 | $281K | Buy |
|