Hall Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $850K | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $892K | Buy |
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|
2021
Q4 | $840K | Buy |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $414K | Buy |
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