CenterBook 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
Q2 | $2.13M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $1.22M | Sell |
|
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|
2024
Q2 | $4.02M | Sell |
|
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|
2024
Q1 | $5.04M | Buy |
|
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|
2023
Q4 | $2.21M | Buy |
|
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|
2023
Q3 | $1.73M | Sell |
|
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|
2023
Q2 | $2.13M | Sell |
|
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|
2023
Q1 | $2.7M | Buy |
|
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $2.18M | Sell |
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|
2022
Q2 | $3M | Buy |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $401K | Buy |
|