CAMG
CWA Asset Management Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
31,105
+1,689
| +6% | +$154K | 0.12% | 164 |
|
|
2025
Q1 | $2.3M | Buy |
29,416
+473
| +2% | +$37K | 0.11% | 172 |
|
|
2024
Q4 | $2.14M | Buy |
28,943
+279
| +1% | +$20.6K | 0.11% | 166 |
|
|
2024
Q3 | $1.86M | Buy |
+28,664
| New | +$1.86M | 0.1% | 165 |
|
|
2024
Q1 | $2.81M | Buy |
38,848
+6,484
| +20% | +$469K | 0.17% | 122 |
|
|
2023
Q4 | $2.23M | Buy |
32,364
+493
| +2% | +$33.9K | 0.15% | 114 |
|
|
2023
Q3 | $1.75M | Buy |
31,871
+1,165
| +4% | +$64K | 0.13% | 119 |
|
|
2023
Q2 | $1.74M | Buy |
30,706
+3,806
| +14% | +$216K | 0.12% | 109 |
|
|
2023
Q1 | $1.41M | Buy |
26,900
+328
| +1% | +$17.2K | 0.1% | 115 |
|
|
2022
Q4 | $2.21M | Sell |
26,572
-48
| -0.2% | -$4K | 0.18% | 102 |
|
|
2022
Q3 | $1.91M | Buy |
26,620
+635
| +2% | +$45.6K | 0.18% | 89 |
|
|
2022
Q2 | $1.64M | Buy |
25,985
+169
| +0.7% | +$10.7K | 0.15% | 103 |
|
|
2022
Q1 | $2.18M | Buy |
25,816
+227
| +0.9% | +$19.1K | 0.17% | 101 |
|
|
2021
Q4 | $2.15M | Buy |
25,589
+18
| +0.1% | +$1.51K | 0.16% | 106 |
|
|
2021
Q3 | $1.86M | Buy |
25,571
+146
| +0.6% | +$10.6K | 0.15% | 111 |
|
|
2021
Q2 | $1.87M | Sell |
25,425
-16
| -0.1% | -$1.18K | 0.15% | 106 |
|
|
2021
Q1 | $1.66M | Sell |
25,441
-303
| -1% | -$19.7K | 0.15% | 106 |
|
|
2020
Q4 | $1.37M | Buy |
+25,744
| New | +$1.37M | 0.14% | 109 |
|
|
2018
Q2 | – | Sell |
-5,890
| Closed | -$308K | – | 221 |
|
|
2018
Q1 | $308K | Buy |
+5,890
| New | +$308K | 0.08% | 143 |
|