Dowling & Yahnke’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.98M | Buy |
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|
2022
Q2 | $3.46M | Sell |
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|
2022
Q1 | $4.86M | Sell |
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|
2021
Q4 | $4.86M | Buy |
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|
2021
Q3 | $3.89M | Buy |
|
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|
2021
Q2 | $3.86M | Buy |
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|
2021
Q1 | $3.42M | Sell |
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|
2020
Q4 | $2.9M | Buy |
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|
2020
Q3 | $1.95M | Sell |
|
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|
2020
Q2 | $1.86M | Buy |
|
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $1.96M | Buy |
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|
2019
Q3 | $1.68M | Sell |
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|
2019
Q2 | $1.82M | Buy |
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|
2019
Q1 | $1.85M | Buy |
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|
2018
Q4 | $1.67M | Buy |
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|
2018
Q3 | $1.81M | Buy |
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|
2018
Q2 | $1.83M | Buy |
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|
2018
Q1 | $1.82M | Buy |
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|
2017
Q4 | $1.77M | Buy |
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|
2017
Q3 | $1.48M | Buy |
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|
2017
Q2 | $1.42M | Buy |
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|
2017
Q1 | $1.33M | Buy |
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|
2016
Q4 | $1.23M | Buy |
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|
2016
Q3 | $962K | Buy |
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|
2016
Q2 | $752K | Buy |
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|
2016
Q1 | $690K | Buy |
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|
2015
Q4 | $700K | Buy |
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|
2015
Q3 | $552K | Buy |
|
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|
2015
Q2 | $407K | Buy |
|
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|
2015
Q1 | $311K | Buy |
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|
2014
Q4 | $289K | Buy |
|
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|
2014
Q3 | $279K | Hold |
|
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|
2014
Q2 | $255K | Sell |
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|
2014
Q1 | $313K | Buy |
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|
2013
Q4 | $276K | Sell |
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|
2013
Q3 | $238K | Sell |
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|
2013
Q2 | $247K | Buy |
|