Harbor Investment Advisory’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 | $176K | Buy |
|
|||||
|
2025
Q2 | $164K | Buy |
|
|||||
|
2025
Q1 | $141K | Hold |
|
|||||
|
2024
Q4 | $134K | Sell |
|
|||||
|
2024
Q3 | $121K | Sell |
|
|||||
|
2024
Q2 | $191K | Buy |
|
|||||
|
2024
Q1 | $184K | Buy |
|
|||||
|
2023
Q4 | $83.4K | Sell |
|
|||||
|
2023
Q3 | $68.7K | Sell |
|
|||||
|
2023
Q2 | $174K | Buy |
|
|||||
|
2023
Q1 | $125K | Buy |
|
|||||
|
2022
Q4 | $156K | Buy |
|
|||||
|
2022
Q3 | $131K | Sell |
|
|||||
|
2022
Q2 | $121K | Sell |
|
|||||
|
2022
Q1 | $176K | Hold |
|
|||||
|
2021
Q4 | $176K | Sell |
|
|||||
|
2021
Q3 | $205K | Hold |
|
|||||
|
2021
Q2 | $204K | Hold |
|
|||||
|
2021
Q1 | $183K | Sell |
|
|||||
|
2020
Q4 | $165K | Buy |
|
|||||
|
2020
Q3 | $79K | Buy |
|
|||||
|
2020
Q2 | $39K | Sell |
|
|||||
|
2020
Q1 | $52K | Sell |
|
|||||
|
2019
Q4 | $133K | Buy |
|