GFG 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
Q3 | – | Sell |
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|
2025
Q2 | $6.3K | Sell |
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|
2025
Q1 | $2.91M | Sell |
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|
2024
Q4 | $2.78M | Sell |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $2.73M | Sell |
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|
2024
Q1 | $2.76M | Buy |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $949K | Buy |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $602K | Sell |
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|
2022
Q3 | $521K | Hold |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $507K | Hold |
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|
2021
Q2 | $507K | Hold |
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|
2021
Q1 | $454K | Buy |
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|
2020
Q4 | $368K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $575K | Buy |
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|
2020
Q1 | $467K | Buy |
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