Boltwood Capital Management’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 | $710K | Buy |
7,779
+62
| +0.8% | +$5.66K | 0.2% | 100 |
|
|
2025
Q1 | $604K | Sell |
7,717
-95
| -1% | -$7.44K | 0.18% | 106 |
|
|
2024
Q4 | $578K | Sell |
7,812
-50
| -0.6% | -$3.7K | 0.18% | 101 |
|
|
2024
Q3 | $510K | Sell |
7,862
-235
| -3% | -$15.2K | 0.15% | 114 |
|
|
2024
Q2 | $597K | Sell |
8,097
-85
| -1% | -$6.26K | 0.19% | 103 |
|
|
2024
Q1 | $592K | Sell |
8,182
-125
| -2% | -$9.04K | 0.18% | 104 |
|
|
2023
Q4 | $572K | Buy |
8,307
+340
| +4% | +$23.4K | 0.19% | 105 |
|
|
2023
Q3 | $437K | Sell |
7,967
-360
| -4% | -$19.8K | 0.16% | 109 |
|
|
2023
Q2 | $472K | Buy |
8,327
+345
| +4% | +$19.6K | 0.17% | 109 |
|
|
2023
Q1 | $418K | Buy |
+7,982
| New | +$418K | 0.16% | 113 |
|
|
2019
Q3 | – | Sell |
-7,300
| Closed | -$293K | – | 133 |
|
|
2019
Q2 | $293K | Buy |
7,300
+100
| +1% | +$4.01K | 0.19% | 117 |
|
|
2019
Q1 | $308K | Buy |
+7,200
| New | +$308K | 0.2% | 114 |
|
|
2018
Q3 | – | Sell |
-4,266
| Closed | -$217K | – | 132 |
|
|
2018
Q2 | $217K | Buy |
+4,266
| New | +$217K | 0.14% | 123 |
|
|
2015
Q2 | – | Sell |
-387,400
| Closed | -$11.8M | – | 92 |
|
|
2015
Q1 | $11.8M | Hold |
387,400
| – | – | 3.46% | 9 |
|
|
2014
Q4 | $11.7M | Buy |
387,400
+20,500
| +6% | +$619K | 3.34% | 8 |
|
|
2014
Q3 | $10.8M | Sell |
366,900
-675
| -0.2% | -$19.8K | 3.2% | 8 |
|
|
2014
Q2 | $9.9M | Sell |
367,575
-38,450
| -9% | -$1.04M | 2.92% | 12 |
|
|
2014
Q1 | $11.1M | Sell |
406,025
-900
| -0.2% | -$24.6K | 3.49% | 8 |
|
|
2013
Q4 | $10.6M | Buy |
406,925
+1,150
| +0.3% | +$29.9K | 3.46% | 9 |
|
|
2013
Q3 | $8.58M | Buy |
405,775
+63,425
| +19% | +$1.34M | 3.11% | 12 |
|
|
2013
Q2 | $7.27M | Buy |
+342,350
| New | +$7.27M | 2.99% | 11 |
|