CX Institutional’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 | $14.1M | Buy |
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|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $14.2M | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $676K | Buy |
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|
2024
Q1 | $661K | Sell |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.6M | Buy |
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|
2022
Q3 | $3.71M | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $150K | Buy |
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|
2020
Q4 | $90K | Buy |
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|
2020
Q3 | $52K | Buy |
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|
2020
Q2 | $41K | Buy |
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|
2020
Q1 | $25K | Buy |
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|
2019
Q4 | $17K | Buy |
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|
2019
Q3 | $13K | Buy |
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|
2019
Q2 | $6K | Sell |
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|
2019
Q1 | $21K | Buy |
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