Boyar Asset 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
Q2 | $354K | Sell |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $218K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $203K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $221K | Sell |
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|
2014
Q2 | $246K | Buy |
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|
2014
Q1 | $205K | Buy |
|