D.B. Root & Company’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $230K | Buy |
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|
2025
Q4 | $239K | Sell |
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|
2025
Q3 | $229K | Buy |
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|
2025
Q2 | $217K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $361K | Sell |
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|
2019
Q2 | $362K | Sell |
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|
2019
Q1 | $388K | Buy |
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|
2018
Q4 | $291K | Sell |
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|
2018
Q3 | $701K | Sell |
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|
2018
Q2 | $744K | Buy |
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|
2018
Q1 | $390K | Buy |
|