Capital Advantage’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 | $1.03M | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $600K | Hold |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $711K | Sell |
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|
2023
Q3 | $581K | Sell |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $884K | Buy |
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|
2022
Q3 | $754K | Buy |
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|
2022
Q2 | $652K | Buy |
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|
2022
Q1 | $870K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $261K | Sell |
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|
2020
Q2 | $235K | Sell |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q4 | $330K | Sell |
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|
2019
Q3 | $298K | Buy |
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|
2019
Q1 | $304K | Buy |
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|
2018
Q4 | $295K | Buy |
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|
2018
Q3 | $347K | Sell |
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|
2018
Q2 | $371K | Sell |
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|
2018
Q1 | $380K | Buy |
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|
2017
Q4 | $374K | Sell |
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|
2017
Q3 | $370K | Sell |
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|
2017
Q2 | $413K | Buy |
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|
2017
Q1 | $391K | Sell |
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|
2016
Q4 | $386K | Sell |
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|
2016
Q3 | $318K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $807K | Buy |
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|
2015
Q4 | $222K | Sell |
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|
2015
Q3 | $244K | Buy |
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|
2015
Q2 | $279K | Sell |
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|
2015
Q1 | $327K | Buy |
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