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	+180	New	+$17.7K	0.03%	152
2025 Q4	–	Sell	-180	Closed	-$17.2K	–	199
2025 Q3	$17.2K	Hold	180	–	–	0.02%	165
2025 Q2	$16.4K	Hold	180	–	–	0.02%	150
2025 Q1	$14.1K	Hold	180	–	–	0.02%	152
2024 Q4	$13.3K	Hold	180	–	–	0.02%	155
2024 Q3	$11.7K	Hold	180	–	–	0.02%	155
2024 Q2	$13.3K	Hold	180	–	–	0.02%	145
2024 Q1	$13K	Hold	180	–	–	0.02%	153
2023 Q4	$12.4K	Hold	180	–	–	0.02%	169
2023 Q3	$9.88K	Hold	180	–	–	0.02%	132
2023 Q2	$10.2K	Buy	180 +154	+592%	+$8.07K	0.02%	133
2023 Q1	$1.36K	Hold	26	–	–	﹤0.01%	159
2022 Q4	$2K	Buy	+26	New	+$2.02K	﹤0.01%	150
2019 Q4	–	Sell	-10	Closed	–	–	333
2019 Q3	$0	Hold	10	–	–	﹤0.01%	364
2019 Q2	$0	Hold	10	–	–	﹤0.01%	363
2019 Q1	$0	Hold	10	–	–	﹤0.01%	350
2018 Q4	$0	Hold	10	–	–	﹤0.01%	351
2018 Q3	$0	Buy	+10	New	+$511	﹤0.01%	356