Ceeto Capital Group’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 | $290K | Buy |
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|
2025
Q2 | $194K | Hold |
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|
2025
Q1 | $166K | Hold |
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|
2024
Q4 | $157K | Sell |
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|
2024
Q3 | $186K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $385K | Hold |
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|
2018
Q4 | $374K | Hold |
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|
2018
Q3 | $442K | Hold |
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|
2018
Q2 | $460K | Hold |
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|
2018
Q1 | $470K | Buy |
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