Blue Whale 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 | $40.6M | Buy |
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|
2025
Q1 | $26.1M | Buy |
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|
2024
Q4 | $16.6M | Sell |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $90.4M | Sell |
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|
2024
Q1 | $89.3M | Hold |
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|
2023
Q4 | $84.9M | Hold |
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|
2023
Q3 | $67.7M | Buy |
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|
2023
Q2 | $69.5M | Hold |
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|
2023
Q1 | $64.2M | Buy |
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|
2022
Q4 | $68.9M | Sell |
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|
2022
Q3 | $71.3M | Sell |
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|
2022
Q2 | $67.4M | Buy |
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|
2022
Q1 | $77.4M | Buy |
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|
2021
Q4 | $64M | Buy |
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|
2021
Q3 | $3.28M | Buy |
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