Boyd Watterson 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 | $1.13M | Buy |
|
|||||
|
2025
Q1 | $919K | Buy |
|
|||||
|
2024
Q4 | $843K | Sell |
|
|||||
|
2024
Q3 | $1.2M | Buy |
|
|||||
|
2024
Q2 | $1.03M | Buy |
|
|||||
|
2024
Q1 | $652K | Sell |
|
|||||
|
2023
Q4 | $667K | Sell |
|
|||||
|
2023
Q3 | $533K | Buy |
|
|||||
|
2023
Q2 | $500K | Sell |
|
|||||
|
2023
Q1 | $864K | Buy |
|
|||||
|
2022
Q4 | $1.15M | Buy |
|
|||||
|
2022
Q3 | $856K | Buy |
|
|||||
|
2022
Q2 | $729K | Buy |
|