Brown, Lisle/Cummings’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 | $1.83M | Hold |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.23M | Hold |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $1.18M | Hold |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $852K | Buy |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $16.1K | Buy |
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|
2022
Q3 | $10.8K | Hold |
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|
2022
Q2 | $9.48K | Buy |
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|
2022
Q1 | $9.11K | Buy |
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