Clear Investment Research’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.9K | Buy |
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|
2025
Q4 | – | Sell |
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|
2025
Q3 | $17.2K | Hold |
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|
2025
Q2 | $16.4K | Hold |
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|
2025
Q1 | $14.1K | Hold |
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|
2024
Q4 | $13.3K | Hold |
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|
2024
Q3 | $11.7K | Hold |
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|
2024
Q2 | $13.3K | Hold |
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|
2024
Q1 | $13K | Hold |
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|
2023
Q4 | $12.4K | Hold |
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|
2023
Q3 | $9.88K | Hold |
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|
2023
Q2 | $10.2K | Buy |
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|
2023
Q1 | $1.36K | Hold |
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|
2022
Q4 | $2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $0 | Buy |
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