D.L. Carlson Investment 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 | $3.68M | Buy |
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|
2025
Q1 | $2.82M | Sell |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $3.5M | Buy |
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|
2024
Q1 | $3.42M | Sell |
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|
2023
Q4 | $3.12M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.37M | Sell |
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|
2019
Q4 | $2.42M | Sell |
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|
2019
Q3 | $2.13M | Sell |
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|
2019
Q2 | $2.05M | Sell |
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|
2019
Q1 | $2.45M | Sell |
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|
2018
Q4 | $2.38M | Buy |
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|
2018
Q3 | $2.77M | Buy |
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|
2018
Q2 | $2.8M | Buy |
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|
2018
Q1 | $2.83M | Sell |
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|
2017
Q4 | $3.38M | Buy |
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|
2017
Q3 | $2.84M | Sell |
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|
2017
Q2 | $3.38M | Buy |
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|
2017
Q1 | $1.73M | Buy |
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|
2016
Q4 | $1.58M | Buy |
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