Charles D. Hyman’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $357K | Hold |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $282K | Hold |
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|
2022
Q4 | $448K | Hold |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $202K | Buy |
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