Carmel Capital Partners’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 | $2.32M | Sell |
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|
2025
Q2 | $2.84M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $2.11M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $924K | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.57M | Buy |
|