Enlightenment Research’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
Sell
2022
Q2
$284K Sell
2022
Q1
$3.25M Buy
2021
Q4
$723K Buy
2021
Q3
$488K Buy
2020
Q1
Sell
2019
Q4
$842K Buy