Cascade 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 | $3.4M | Sell |
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|
2025
Q2 | $3.28M | Sell |
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|
2025
Q1 | $2.93M | Buy |
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|
2024
Q4 | $2.77M | Buy |
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|
2024
Q3 | $2.41M | Buy |
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|
2024
Q2 | $2.32M | Sell |
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|
2024
Q1 | $2.29M | Buy |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $1.79M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $763K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $982K | Sell |
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|
2021
Q2 | $2.03M | Sell |
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|
2021
Q1 | $1.86M | Sell |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $954K | Buy |
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|
2020
Q1 | $841K | Buy |
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|
2019
Q4 | $916K | Buy |
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