Broadleaf Partners’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 | $252K | Hold |
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|
2025
Q2 | $241K | Hold |
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|
2025
Q1 | $207K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $222K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.77M | Buy |
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|
2018
Q3 | $2.63M | Sell |
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|
2018
Q2 | $2.79M | Buy |
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|
2018
Q1 | $2.2M | Sell |
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|
2017
Q4 | $2.17M | Buy |
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