EIA
Edgemoor Investment Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
179,901
+1,691
| +0.9% | +$154K | 1.42% | 20 |
|
|
2025
Q1 | $14M | Buy |
178,210
+1,816
| +1% | +$142K | 1.28% | 21 |
|
|
2024
Q4 | $13.1M | Buy |
176,394
+1,733
| +1% | +$128K | 1.15% | 21 |
|
|
2024
Q3 | $11.3M | Sell |
174,661
-531
| -0.3% | -$34.4K | 0.98% | 25 |
|
|
2024
Q2 | $12.9M | Buy |
175,192
+2,456
| +1% | +$181K | 1.2% | 22 |
|
|
2024
Q1 | $12.5M | Buy |
172,736
+1,816
| +1% | +$131K | 1.18% | 22 |
|
|
2023
Q4 | $11.8M | Buy |
170,920
+26,507
| +18% | +$1.82M | 1.23% | 21 |
|
|
2023
Q3 | $7.93M | Buy |
144,413
+4,313
| +3% | +$237K | 0.94% | 28 |
|
|
2023
Q2 | $7.94M | Buy |
+140,100
| New | +$7.94M | 0.9% | 31 |
|