Fox Run 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $735K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $398K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $289K | Sell |
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|
2019
Q3 | $297K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $704K | Buy |
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|
2018
Q2 | $247K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $752K | Sell |
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|
2017
Q2 | $803K | Buy |
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|
2017
Q1 | $694K | Buy |
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|
2016
Q4 | $367K | Sell |
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|
2016
Q3 | $414K | Sell |
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|
2016
Q2 | $532K | Buy |
|