Charles Schwab’s Consumer Portfolio Services CPSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $188K | Hold |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $190K | Sell |
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|
2022
Q2 | $375K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $38K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $873K | Buy |
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|
2015
Q1 | $458K | Buy |
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|
2014
Q4 | $323K | Buy |
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|
2014
Q3 | $156K | Hold |
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|
2014
Q2 | $185K | Hold |
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|
2014
Q1 | $166K | Hold |
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|
2013
Q4 | $228K | Hold |
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|
2013
Q3 | $151K | Hold |
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|
2013
Q2 | $172K | Buy |
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