Chicago Capital’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 | $1.47M | Sell |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.22M | Hold |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $949K | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $8.63M | Sell |
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|
2019
Q4 | $43.3M | Buy |
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|
2019
Q3 | $25.4M | Sell |
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|
2019
Q2 | $25M | Buy |
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|
2019
Q1 | $26.4M | Buy |
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|
2018
Q4 | $24.6M | Buy |
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|
2018
Q3 | $28.4M | Buy |
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|
2018
Q2 | $25.9M | Buy |
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|
2018
Q1 | $18M | Buy |
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