Castleview 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 | $203K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q3 | $126K | Sell |
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|
2023
Q2 | $850K | Buy |
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|
2023
Q1 | $113K | Buy |
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|
2022
Q4 | $165K | Buy |
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|
2022
Q3 | $138K | Buy |
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|
2022
Q2 | $30.8K | Sell |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $2.79K | Buy |
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|
2021
Q2 | $135K | Buy |
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|
2018
Q1 | $206K | Buy |
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