Freedom Investment 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 | $247K | Sell |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $593K | Sell |
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|
2022
Q3 | $549K | Sell |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $852K | Sell |
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|
2021
Q4 | $2.03M | Buy |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $2.13M | Sell |
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|
2020
Q4 | $2.11M | Buy |
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|
2020
Q3 | $1.41M | Sell |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $358K | Sell |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | $272K | Sell |
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|
2018
Q4 | $308K | Sell |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $492K | Buy |
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|
2018
Q1 | $480K | Buy |
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|
2017
Q4 | $371K | Buy |
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|
2017
Q3 | $313K | Buy |
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