Family Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $13.1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $922K | Hold |
|
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|
2022
Q3 | $796K | Hold |
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|
2022
Q2 | $699K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2.62M | Buy |
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|
2020
Q2 | $2.41M | Buy |
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