Grimes & Company’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 | $1.52M | Sell |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $25.7M | Buy |
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|
2023
Q4 | $23.9M | Buy |
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|
2023
Q3 | $18.9M | Buy |
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|
2023
Q2 | $19.1M | Buy |
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|
2023
Q1 | $16.7M | Buy |
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|
2022
Q4 | $7.7M | Buy |
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|
2022
Q3 | $6.18M | Buy |
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|
2022
Q2 | $5.04M | Buy |
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|
2022
Q1 | $962K | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $15.8M | Sell |
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|
2021
Q1 | $16.9M | Sell |
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|
2020
Q4 | $14.1M | Buy |
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|
2020
Q3 | $9.45M | Buy |
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|
2020
Q2 | $7.5M | Buy |
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|
2020
Q1 | $7.33M | Buy |
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