Greenwood Gearhart’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
Q1 | – | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $10.6M | Buy |
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|
2024
Q2 | $11M | Buy |
|
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|
2024
Q1 | $10.8M | Sell |
|
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|
2023
Q4 | $13.4M | Sell |
|
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|
2023
Q3 | $16.1M | Buy |
|
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|
2023
Q2 | $16.2M | Buy |
|
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|
2023
Q1 | $14M | Buy |
|
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|
2022
Q4 | $22.1M | Buy |
|
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|
2022
Q3 | $18.8M | Buy |
|
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|
2022
Q2 | $16.2M | Buy |
|
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|
2022
Q1 | $21M | Buy |
|
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|
2021
Q4 | $20.8M | Buy |
|
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|
2021
Q3 | $17.9M | Buy |
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|
2021
Q2 | $17.2M | Buy |
|
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|
2021
Q1 | $15.2M | Sell |
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|
2020
Q4 | $12.7M | Sell |
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|
2020
Q3 | $8.84M | Buy |
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|
2020
Q2 | $8.18M | Buy |
|
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|
2020
Q1 | $7.97M | Buy |
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|
2019
Q4 | $7.03M | Buy |
|