Capital Investment Advisors’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 | $833K | Sell |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $520K | Buy |
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|
2024
Q3 | $429K | Buy |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $225K | Buy |
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|
2019
Q1 | $239K | Sell |
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|
2018
Q4 | $397K | Buy |
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|
2018
Q3 | $464K | Buy |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $491K | Buy |
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|
2017
Q4 | $483K | Sell |
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|
2017
Q3 | $412K | Sell |
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|
2017
Q2 | $424K | Buy |
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|
2017
Q1 | $402K | Buy |
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|
2016
Q4 | $388K | Sell |
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|
2016
Q3 | $324K | Buy |
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|
2016
Q2 | $259K | Buy |
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|
2016
Q1 | $286K | Buy |
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|
2015
Q4 | $332K | Buy |
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|
2015
Q3 | $285K | Buy |
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|
2015
Q2 | $307K | Buy |
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|
2015
Q1 | $277K | Buy |
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|
2014
Q4 | $274K | Buy |
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|
2014
Q3 | $267K | Sell |
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|
2014
Q2 | $282K | Buy |
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|
2014
Q1 | $286K | Buy |
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|
2013
Q4 | $271K | Buy |
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