Crumly & Associates’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 | $824K | Sell |
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|
2025
Q1 | $721K | Sell |
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|
2024
Q4 | $691K | Sell |
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|
2024
Q3 | $611K | Buy |
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|
2024
Q2 | $678K | Sell |
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|
2024
Q1 | $667K | Sell |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $603K | Sell |
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|
2023
Q2 | $638K | Sell |
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|
2023
Q1 | $740K | Buy |
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|
2022
Q4 | $884K | Buy |
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|
2022
Q3 | $576K | Sell |
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|
2022
Q2 | $513K | Sell |
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|
2022
Q1 | $978K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $913K | Buy |
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|
2021
Q2 | $684K | Buy |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $250K | Buy |
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