Charles Schwab’s CoreCard CCRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $207K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $375K | Hold |
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|
2023
Q2 | $476K | Sell |
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|
2023
Q1 | $627K | Sell |
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|
2022
Q4 | $798K | Hold |
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|
2022
Q3 | $600K | Hold |
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|
2022
Q2 | $673K | Buy |
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|
2022
Q1 | $505K | Hold |
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|
2021
Q4 | $714K | Buy |
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|
2021
Q3 | $716K | Buy |
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|
2021
Q2 | $549K | Sell |
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|
2021
Q1 | $757K | Buy |
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|
2020
Q4 | $714K | Buy |
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|
2020
Q3 | $691K | Hold |
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|
2020
Q2 | $604K | Buy |
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|
2020
Q1 | $564K | Sell |
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|
2019
Q4 | $676K | Buy |
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|
2019
Q3 | $682K | Hold |
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|
2019
Q2 | $473K | Buy |
|