CAAS 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
Q1 | $343K | Sell |
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|
2024
Q4 | $514K | Buy |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.93M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $21.8M | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $360K | Sell |
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|
2021
Q1 | $815K | Buy |
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