Greenhaven Associates’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 | $1.43M | Sell |
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|
2025
Q2 | $1.82M | Hold |
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|
2025
Q1 | $1.57M | Hold |
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|
2024
Q4 | $1.48M | Hold |
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|
2024
Q3 | $1.3M | Hold |
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|
2024
Q2 | $1.47M | Hold |
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|
2024
Q1 | $1.45M | Hold |
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|
2023
Q4 | $1.38M | Hold |
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|
2023
Q3 | $1.1M | Hold |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1.05M | Hold |
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|
2022
Q4 | $1.67M | Hold |
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|
2022
Q3 | $1.44M | Hold |
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|
2022
Q2 | $1.26M | Hold |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.89M | Sell |
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|
2021
Q3 | $3.06M | Sell |
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|
2021
Q2 | $10.5M | Sell |
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|
2021
Q1 | $81.8M | Sell |
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|
2020
Q4 | $92.6M | Sell |
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|
2020
Q3 | $121M | Sell |
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|
2020
Q2 | $124M | Buy |
|