Crescent Grove Advisors’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 | $563K | Sell |
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|
2025
Q1 | $518K | Hold |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $554K | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $1.43M | Hold |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $313K | Sell |
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|
2021
Q2 | $320K | Hold |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $239K | Buy |
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