Childress Capital Advisors’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 | $561K | Buy |
|
|||||
|
2025
Q2 | $447K | Buy |
|
|||||
|
2025
Q1 | $280K | Buy |
|
|||||
|
2024
Q4 | $258K | Buy |
|
|||||
|
2024
Q3 | $215K | Sell |
|
|||||
|
2024
Q2 | $260K | Sell |
|
|||||
|
2024
Q1 | $260K | Sell |
|
|||||
|
2023
Q4 | $375K | Sell |
|
|||||
|
2023
Q3 | $304K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $481K | Buy |
|
|||||
|
2022
Q3 | $354K | Sell |
|
|||||
|
2022
Q2 | $311K | Sell |
|
|||||
|
2022
Q1 | $436K | Buy |
|
|||||
|
2021
Q4 | $340K | Buy |
|
|||||
|
2021
Q3 | $267K | Sell |
|
|||||
|
2021
Q2 | $269K | Sell |
|
|||||
|
2021
Q1 | $242K | Buy |
|
|||||
|
2020
Q4 | $102K | Buy |
|