Byrne 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
Q3 | $49.8K | Hold |
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|
2025
Q2 | $47.6K | Hold |
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|
2025
Q1 | $40.9K | Sell |
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|
2024
Q4 | $42K | Sell |
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|
2024
Q3 | $43.2K | Sell |
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|
2024
Q2 | $55.3K | Sell |
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|
2024
Q1 | $59.8K | Hold |
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|
2023
Q4 | $57.3K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $47K | Sell |
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|
2023
Q1 | $58K | Buy |
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|
2022
Q4 | $4.58K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $13K | Buy |
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