Duncker Streett & Co’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 | $4.84K | Hold |
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|
2025
Q1 | $4.15K | Hold |
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|
2024
Q4 | $3.92K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $93K | Buy |
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|
2019
Q1 | $85K | Buy |
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|
2018
Q4 | $65K | Buy |
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|
2018
Q3 | $58K | Buy |
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|
2018
Q2 | $22K | Buy |
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|
2014
Q3 | – | Hold |
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|
2014
Q2 | – | Hold |
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|
2014
Q1 | – | Hold |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $8K | Buy |
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|
2013
Q2 | $8K | Buy |
|