Boyar Asset 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 | $354K | Sell |
3,875
-75
| -2% | -$6.84K | 0.23% | 62 |
|
|
2025
Q1 | $309K | Hold |
3,950
| – | – | 0.22% | 63 |
|
|
2024
Q4 | $292K | Hold |
3,950
| – | – | 0.19% | 68 |
|
|
2024
Q3 | $256K | Hold |
3,950
| – | – | 0.16% | 72 |
|
|
2024
Q2 | $291K | Hold |
3,950
| – | – | 0.2% | 69 |
|
|
2024
Q1 | $286K | Sell |
3,950
-1,598
| -29% | -$116K | 0.19% | 70 |
|
|
2023
Q4 | $382K | Sell |
5,548
-387
| -7% | -$26.6K | 0.29% | 55 |
|
|
2023
Q3 | $326K | Hold |
5,935
| – | – | 0.26% | 59 |
|
|
2023
Q2 | $336K | Hold |
5,935
| – | – | 0.25% | 61 |
|
|
2023
Q1 | $311K | Buy |
5,935
+2,585
| +77% | +$135K | 0.24% | 61 |
|
|
2022
Q4 | $279K | Hold |
3,350
| – | – | 0.23% | 67 |
|
|
2022
Q3 | $241K | Hold |
3,350
| – | – | 0.2% | 74 |
|
|
2022
Q2 | $212K | Hold |
3,350
| – | – | 0.18% | 73 |
|
|
2022
Q1 | $282K | Sell |
3,350
-200
| -6% | -$16.8K | 0.18% | 71 |
|
|
2021
Q4 | $299K | Buy |
3,550
+200
| +6% | +$16.8K | 0.18% | 70 |
|
|
2021
Q3 | $244K | Hold |
3,350
| – | – | 0.16% | 74 |
|
|
2021
Q2 | $244K | Hold |
3,350
| – | – | 0.16% | 78 |
|
|
2021
Q1 | $218K | Buy |
+3,350
| New | +$218K | 0.15% | 79 |
|
|
2017
Q1 | – | Sell |
-5,150
| Closed | -$203K | – | 69 |
|
|
2016
Q4 | $203K | Buy |
+5,150
| New | +$203K | 0.2% | 65 |
|
|
2014
Q4 | – | Sell |
-7,525
| Closed | -$221K | – | 69 |
|
|
2014
Q3 | $221K | Sell |
7,525
-1,600
| -18% | -$47K | 0.17% | 63 |
|
|
2014
Q2 | $246K | Buy |
9,125
+1,625
| +22% | +$43.8K | 0.2% | 61 |
|
|
2014
Q1 | $205K | Buy |
+7,500
| New | +$205K | 0.17% | 63 |
|