Delta Investment Management’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 | $536K | Buy |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $412K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $209K | Sell |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $813K | Buy |
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|
2020
Q3 | $542K | Buy |
|