Csenge Advisory 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
Q3 | $1.87M | Buy |
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|
2025
Q2 | $655K | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $509K | Sell |
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|
2024
Q3 | $488K | Sell |
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|
2024
Q2 | $596K | Buy |
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|
2024
Q1 | $523K | Sell |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $529K | Buy |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $961K | Buy |
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|
2022
Q1 | $630K | Buy |
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|
2021
Q4 | $461K | Sell |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $461K | Buy |
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|
2021
Q1 | $420K | Sell |
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|
2020
Q4 | $334K | Buy |
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|
2020
Q3 | $232K | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Buy |
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