Courant Investment 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 | $19M | Hold |
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|
2025
Q2 | $18.1M | Hold |
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|
2025
Q1 | $15.5M | Hold |
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|
2024
Q4 | $14.7M | Hold |
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|
2024
Q3 | $12.9M | Hold |
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|
2024
Q2 | $14.6M | Hold |
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|
2024
Q1 | $14.4M | Hold |
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|
2023
Q4 | $13.7M | Hold |
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|
2023
Q3 | $10.9M | Hold |
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|
2023
Q2 | $11.3M | Hold |
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|
2023
Q1 | $10.4M | Hold |
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|
2022
Q4 | $16.5M | Hold |
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|
2022
Q3 | $14.3M | Hold |
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|
2022
Q2 | $12.5M | Hold |
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|
2022
Q1 | $16.7M | Hold |
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|
2021
Q4 | $16.7M | Hold |
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|
2021
Q3 | $14.5M | Sell |
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|
2021
Q2 | $16.6M | Hold |
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|
2021
Q1 | $14.9M | Sell |
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|
2020
Q4 | $18.4M | Hold |
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|
2020
Q3 | $12.6M | Hold |
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|
2020
Q2 | $11.7M | Sell |
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|
2020
Q1 | $14.4M | Sell |
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|
2019
Q4 | $22.2M | Hold |
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|
2019
Q3 | $19.5M | Buy |
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|
2019
Q2 | $13.3M | Buy |
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|
2019
Q1 | $13.1M | Buy |
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|
2018
Q4 | $7.89M | Buy |
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|
2018
Q3 | $7.13M | Hold |
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|
2018
Q2 | $7.41M | Hold |
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|
2018
Q1 | $7.57M | Hold |
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|
2017
Q4 | $7.45M | Hold |
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|
2017
Q3 | $6.34M | Hold |
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|
2017
Q2 | $6.23M | Hold |
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|
2017
Q1 | $5.92M | Hold |
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|
2016
Q4 | $5.72M | Buy |
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