Cannell & Co’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $408K | Hold |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $778K | Sell |
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|
2022
Q3 | $710K | Buy |
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|
2022
Q2 | $590K | Hold |
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|
2022
Q1 | $788K | Hold |
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|
2021
Q4 | $786K | Buy |
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|
2021
Q3 | $666K | Hold |
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|
2021
Q2 | $666K | Hold |
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|
2021
Q1 | $596K | Hold |
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|
2020
Q4 | $485K | Sell |
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|
2020
Q3 | $392K | Hold |
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|
2020
Q2 | $365K | Hold |
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|
2020
Q1 | $364K | Hold |
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|
2019
Q4 | $515K | Hold |
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|
2019
Q3 | $453K | Buy |
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