Diligent Investors’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 | $523K | Hold |
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|
2025
Q1 | $449K | Hold |
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|
2024
Q4 | $424K | Hold |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $417K | Sell |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $328K | Hold |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $432K | Hold |
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $437K | Hold |
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|
2021
Q4 | $436K | Hold |
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|
2021
Q3 | $377K | Hold |
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|
2021
Q2 | $377K | Sell |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $270K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $280K | Hold |
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|
2019
Q2 | $269K | Hold |
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|
2019
Q1 | $287K | Sell |
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|
2018
Q4 | $282K | Hold |
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|
2018
Q3 | $333K | Hold |
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|
2018
Q2 | $347K | Sell |
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|
2018
Q1 | $371K | Hold |
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|
2017
Q4 | $365K | Sell |
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|
2017
Q3 | $343K | Sell |
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|
2017
Q2 | $346K | Sell |
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|
2017
Q1 | $332K | Sell |
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|
2016
Q4 | $355K | Hold |
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|
2016
Q3 | $286K | Sell |
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|
2016
Q2 | $266K | Hold |
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|
2016
Q1 | $295K | Sell |
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|
2015
Q4 | $360K | Hold |
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|
2015
Q3 | $330K | Hold |
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|
2015
Q2 | $369K | Hold |
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|
2015
Q1 | $335K | Hold |
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|
2014
Q4 | $316K | Buy |
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