Harfst & 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
Q3 | $3.22M | Buy |
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|
2025
Q2 | $3.07M | Sell |
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|
2025
Q1 | $3.42M | Sell |
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|
2024
Q4 | $3.27M | Sell |
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|
2024
Q3 | $3.01M | Buy |
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|
2024
Q2 | $3.3M | Sell |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $3.17M | Buy |
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|
2023
Q3 | $2.5M | Buy |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.6M | Sell |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $579K | Sell |
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|
2020
Q2 | $548K | Buy |
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|
2020
Q1 | $527K | Buy |
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|
2019
Q4 | $679K | Buy |
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|
2019
Q3 | $570K | Buy |
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|
2019
Q2 | $528K | Buy |
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|
2019
Q1 | $380K | Buy |
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|
2018
Q4 | $266K | Buy |
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|
2018
Q3 | $266K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.97M | Sell |
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|
2015
Q3 | $1.82M | Buy |
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|
2015
Q2 | $261K | Buy |
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