CVA Family Office’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 | $742K | Buy |
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|
2025
Q2 | $709K | Buy |
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|
2025
Q1 | $592K | Buy |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $38.7K | Sell |
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|
2024
Q2 | $45.7K | Buy |
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|
2024
Q1 | $41.8K | Sell |
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|
2023
Q4 | $41.9K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $31.9K | Sell |
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|
2023
Q1 | $38.1K | Buy |
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|
2022
Q4 | $53.1K | Buy |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $32K | Buy |
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|
2022
Q1 | $42K | Hold |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | $17K | Sell |
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|
2021
Q2 | $63K | Sell |
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|
2021
Q1 | $110K | Buy |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $17K | Buy |
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|
2020
Q2 | $16K | Buy |
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|
2020
Q1 | $16K | Buy |
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