Bailard’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 | $5.29M | Sell |
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|
2025
Q2 | $5.14M | Buy |
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|
2025
Q1 | $3.74M | Sell |
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|
2024
Q4 | $3.66M | Buy |
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|
2024
Q3 | $3.19M | Buy |
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|
2024
Q2 | $3.2M | Sell |
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|
2024
Q1 | $5.49M | Sell |
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|
2023
Q4 | $5.22M | Hold |
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|
2023
Q3 | $4.17M | Buy |
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|
2023
Q2 | $4.29M | Buy |
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|
2023
Q1 | $2.52M | Sell |
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|
2022
Q4 | $4.65M | Buy |
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|
2022
Q3 | $3.98M | Sell |
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|
2022
Q2 | $3.57M | Buy |
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|
2022
Q1 | $4.77M | Hold |
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|
2021
Q4 | $4.75M | Buy |
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|
2021
Q3 | $4.01M | Hold |
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|
2021
Q2 | $4M | Sell |
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|
2021
Q1 | $3.59M | Buy |
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|
2020
Q4 | $651K | Buy |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $363K | Buy |
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|
2020
Q1 | $358K | Buy |
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|
2019
Q4 | $468K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $437K | Buy |
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