Hamel 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
Q2 | $1.18M | Hold |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $991K | Hold |
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|
2024
Q3 | $868K | Hold |
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|
2024
Q2 | $987K | Hold |
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|
2024
Q1 | $969K | Buy |
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|
2023
Q4 | $880K | Hold |
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|
2023
Q3 | $702K | Hold |
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|
2023
Q2 | $725K | Buy |
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|
2023
Q1 | $624K | Hold |
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|
2022
Q4 | $992K | Hold |
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|
2022
Q3 | $856K | Sell |
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|
2022
Q2 | $787K | Buy |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $223K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $639K | Buy |
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|
2019
Q1 | $621K | Buy |
|