Boltwood 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 | $750K | Buy |
|
|||||
|
2025
Q2 | $710K | Buy |
|
|||||
|
2025
Q1 | $604K | Sell |
|
|||||
|
2024
Q4 | $578K | Sell |
|
|||||
|
2024
Q3 | $510K | Sell |
|
|||||
|
2024
Q2 | $597K | Sell |
|
|||||
|
2024
Q1 | $592K | Sell |
|
|||||
|
2023
Q4 | $572K | Buy |
|
|||||
|
2023
Q3 | $437K | Sell |
|
|||||
|
2023
Q2 | $472K | Buy |
|
|||||
|
2023
Q1 | $418K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $293K | Buy |
|
|||||
|
2019
Q1 | $308K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $217K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $11.8M | Hold |
|
|||||
|
2014
Q4 | $11.7M | Buy |
|
|||||
|
2014
Q3 | $10.8M | Sell |
|
|||||
|
2014
Q2 | $9.9M | Sell |
|
|||||
|
2014
Q1 | $11.1M | Sell |
|
|||||
|
2013
Q4 | $10.6M | Buy |
|
|||||
|
2013
Q3 | $8.58M | Buy |
|
|||||
|
2013
Q2 | $7.27M | Buy |
|