Columbia Asset Management’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 | $2.48M | Buy |
|
|||||
|
2025
Q2 | $2.34M | Sell |
|
|||||
|
2025
Q1 | $2.03M | Buy |
|
|||||
|
2024
Q4 | $1.89M | Buy |
|
|||||
|
2024
Q3 | $1.65M | Buy |
|
|||||
|
2024
Q2 | $1.84M | Buy |
|
|||||
|
2024
Q1 | $1.21M | Buy |
|
|||||
|
2023
Q4 | $1.2M | Buy |
|
|||||
|
2023
Q3 | $885K | Buy |
|
|||||
|
2023
Q2 | $663K | Buy |
|
|||||
|
2023
Q1 | $296K | Buy |
|