D.J. St. Germain’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 | $823K | Sell |
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|
2025
Q2 | $789K | Buy |
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|
2025
Q1 | $652K | Sell |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $3.57M | Sell |
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|
2023
Q2 | $4.18M | Buy |
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|
2022
Q4 | $129K | Buy |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $210K | Sell |
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|
2017
Q4 | $225K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $212K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $202K | Sell |
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|
2014
Q2 | $224K | Sell |
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|
2014
Q1 | $10.5M | Sell |
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|
2013
Q4 | $17.4M | Sell |
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|
2013
Q3 | $15M | Sell |
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|
2013
Q2 | $15.1M | Buy |
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