Burns Matteson Capital 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
Q4 | $1.04M | Sell |
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|
2025
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $891K | Sell |
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|
2024
Q4 | $987K | Sell |
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|
2024
Q3 | $906K | Sell |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $897K | Sell |
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|
2023
Q3 | $853K | Buy |
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|
2023
Q2 | $878K | Sell |
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|
2023
Q1 | $815K | Buy |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $937K | Buy |
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|
2022
Q2 | $810K | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $990K | Buy |
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|
2021
Q3 | $805K | Buy |
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|
2021
Q2 | $619K | Sell |
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|
2021
Q1 | $562K | Buy |
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|
2020
Q4 | $437K | Buy |
|