Forte Capital’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 | $313K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $200K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $438K | Sell |
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|
2017
Q3 | $402K | Sell |
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|
2017
Q2 | $410K | Sell |
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|
2017
Q1 | $410K | Sell |
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|
2016
Q4 | $405K | Sell |
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|
2016
Q3 | $401K | Sell |
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|
2016
Q2 | $334K | Hold |
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|
2016
Q1 | $369K | Buy |
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|
2015
Q4 | $427K | Hold |
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|
2015
Q3 | $370K | Buy |
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