Cloverfields Capital Group’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
Q2 | $7.07M | Sell |
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|
2025
Q1 | $6.13M | Sell |
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|
2024
Q4 | $6.15M | Sell |
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|
2024
Q3 | $5.43M | Sell |
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|
2024
Q2 | $6.49M | Sell |
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|
2024
Q1 | $6.77M | Buy |
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|
2023
Q4 | $5.07M | Buy |
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|
2023
Q3 | $3.59M | Sell |
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|
2023
Q2 | $3.79M | Buy |
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|
2023
Q1 | $3.07M | Buy |
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|
2022
Q4 | $3.79M | Buy |
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