First Dallas Securities’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 | $1.38M | Sell |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $474K | Sell |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $552K | Sell |
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|
2021
Q4 | $593K | Sell |
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|
2021
Q3 | $605K | Sell |
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|
2021
Q2 | $961K | Hold |
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|
2021
Q1 | $860K | Buy |
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