Hardy Reed’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 | $1.19M | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $979K | Buy |
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|
2024
Q3 | $846K | Sell |
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|
2024
Q2 | $971K | Buy |
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|
2024
Q1 | $951K | Sell |
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|
2023
Q4 | $970K | Buy |
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|
2023
Q3 | $731K | Sell |
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|
2023
Q2 | $763K | Buy |
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $901K | Hold |
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|
2022
Q3 | $778K | Hold |
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|
2022
Q2 | $684K | Hold |
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|
2022
Q1 | $913K | Hold |
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|
2021
Q4 | $911K | Hold |
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|
2021
Q3 | $789K | Sell |
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|
2021
Q2 | $818K | Buy |
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|
2021
Q1 | $725K | Sell |
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|
2020
Q4 | $592K | Hold |
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|
2020
Q3 | $404K | Buy |
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