CWA Asset Management 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
Q2 | $2.84M | Buy |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $2.14M | Buy |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q1 | $2.81M | Buy |
|
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $2.21M | Sell |
|
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $2.18M | Buy |
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|
2021
Q4 | $2.15M | Buy |
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|
2021
Q3 | $1.86M | Buy |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $1.66M | Sell |
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|
2020
Q4 | $1.36M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $308K | Buy |
|