Community Financial Services 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 | $4.25M | Sell |
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|
2025
Q1 | $3.95M | Sell |
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|
2024
Q4 | $4.42M | Sell |
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|
2024
Q3 | $4.28M | Sell |
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|
2024
Q2 | $5.09M | Sell |
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|
2024
Q1 | $5.46M | Buy |
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|
2023
Q3 | $9.05M | Buy |
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|
2021
Q4 | $15.9M | Buy |
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|
2021
Q3 | $13.7M | Sell |
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|
2021
Q2 | $13.9M | Sell |
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|
2021
Q1 | $12.8M | Sell |
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|
2020
Q4 | $10.6M | Buy |
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|
2020
Q3 | $7.02M | Buy |
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|
2020
Q2 | $6.53M | Sell |
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|
2020
Q1 | $6.74M | Buy |
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|
2019
Q4 | $9.17M | Buy |
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|
2019
Q3 | $7.85M | Buy |
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|
2019
Q2 | $7.39M | Buy |
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|
2019
Q1 | $7.76M | Buy |
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|
2018
Q4 | $7.52M | Buy |
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|
2018
Q3 | $8.45M | Sell |
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|
2018
Q2 | $8.86M | Buy |
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|
2018
Q1 | $8.93M | Sell |
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|
2017
Q4 | $9.02M | Buy |
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|
2017
Q3 | $7.65M | Buy |
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|
2017
Q2 | $7.4M | Buy |
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|
2017
Q1 | $7.01M | Sell |
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|
2016
Q4 | $8.49M | Sell |
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|
2016
Q3 | $6.82M | Buy |
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|
2016
Q2 | $5.44M | Sell |
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|
2016
Q1 | $6.13M | Sell |
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|
2015
Q4 | $7.26M | Buy |
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|
2015
Q3 | $6.29M | Buy |
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|
2015
Q2 | $7.02M | Buy |
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|
2015
Q1 | $6.4M | Buy |
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|
2014
Q4 | $6.18M | Buy |
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|
2014
Q3 | $5.92M | Buy |
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|
2014
Q2 | $5.39M | Buy |
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|
2014
Q1 | $5.28M | Sell |
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|
2013
Q4 | $5.11M | Sell |
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|
2013
Q3 | $4.19M | Buy |
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|
2013
Q2 | $4.11M | Buy |
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