Garner Asset Management Corp’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 | $1.24M | Sell |
|
|||||
|
2025
Q1 | $1.21M | Sell |
|
|||||
|
2024
Q4 | $1.27M | Sell |
|
|||||
|
2024
Q3 | $1.17M | Buy |
|
|||||
|
2024
Q2 | $1.32M | Buy |
|
|||||
|
2024
Q1 | $1.29M | Buy |
|
|||||
|
2023
Q4 | $956K | Sell |
|
|||||
|
2023
Q3 | $1.05M | Sell |
|
|||||
|
2023
Q2 | $1.18M | Sell |
|
|||||
|
2023
Q1 | $1.43M | Buy |
|
|||||
|
2022
Q4 | $2.21M | Sell |
|
|||||
|
2022
Q3 | $1.92M | Sell |
|
|||||
|
2022
Q2 | $2.08M | Buy |
|
|||||
|
2022
Q1 | $2.25M | Buy |
|
|||||
|
2021
Q4 | $2.24M | Hold |
|
|||||
|
2021
Q3 | $1.94M | Buy |
|
|||||
|
2021
Q2 | $1.93M | Buy |
|
|||||
|
2021
Q1 | $1.72M | Sell |
|
|||||
|
2020
Q4 | $1.44M | Buy |
|
|||||
|
2020
Q3 | $983K | Buy |
|
|||||
|
2020
Q2 | $912K | Sell |
|
|||||
|
2020
Q1 | $916K | Sell |
|
|||||
|
2019
Q4 | $1.39M | Sell |
|
|||||
|
2019
Q3 | $1.25M | Sell |
|
|||||
|
2019
Q2 | $1.2M | Sell |
|
|||||
|
2019
Q1 | $1.28M | Sell |
|
|||||
|
2018
Q4 | $1.26M | Hold |
|
|||||
|
2018
Q3 | $1.49M | Sell |
|
|||||
|
2018
Q2 | $1.61M | Buy |
|
|||||
|
2018
Q1 | $1.64M | Sell |
|
|||||
|
2017
Q4 | $1.87M | Sell |
|
|||||
|
2017
Q3 | $1.6M | Buy |
|
|||||
|
2017
Q2 | $1.57M | Buy |
|