Core Alternative Capital’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 | $41.7K | Hold |
|
|||||
|
2025
Q2 | $39.9K | Hold |
|
|||||
|
2025
Q1 | $34.2K | Sell |
|
|||||
|
2024
Q4 | $113K | Hold |
|
|||||
|
2024
Q3 | $99K | Buy |
|
|||||
|
2024
Q2 | $103K | Hold |
|
|||||
|
2024
Q1 | $101K | Sell |
|
|||||
|
2023
Q4 | $138K | Buy |
|
|||||
|
2023
Q3 | $101K | Buy |
|
|||||
|
2023
Q2 | $72.9K | Buy |
|
|||||
|
2023
Q1 | $61.1K | Buy |
|
|||||
|
2022
Q4 | $56.2K | Sell |
|
|||||
|
2022
Q3 | $52K | Buy |
|
|||||
|
2022
Q2 | $42K | Sell |
|
|||||
|
2022
Q1 | $57K | Buy |
|
|||||
|
2021
Q4 | $5K | Buy |
|