Hartford Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $166K | Hold |
|
|||||
|
2025
Q2 | $159K | Sell |
|
|||||
|
2025
Q1 | $141K | Hold |
|
|||||
|
2024
Q4 | $133K | Hold |
|
|||||
|
2024
Q3 | $117K | Hold |
|
|||||
|
2024
Q2 | $133K | Hold |
|
|||||
|
2024
Q1 | $130K | Hold |
|
|||||
|
2023
Q4 | $124K | Hold |
|
|||||
|
2023
Q3 | $98.8K | Hold |
|
|||||
|
2023
Q2 | $102K | Hold |
|
|||||
|
2023
Q1 | $94.3K | Hold |
|
|||||
|
2022
Q4 | $150K | Hold |
|
|||||
|
2022
Q3 | $129K | Hold |
|
|||||
|
2022
Q2 | $114K | Hold |
|
|||||
|
2022
Q1 | $152K | Hold |
|
|||||
|
2021
Q4 | $151K | Sell |
|
|||||
|
2021
Q3 | $134K | Buy |
|
|||||
|
2021
Q2 | $131K | Hold |
|
|||||
|
2021
Q1 | $117K | Hold |
|
|||||
|
2020
Q4 | $95K | Hold |
|
|||||
|
2020
Q3 | $65K | Hold |
|
|||||
|
2020
Q2 | $61K | Hold |
|
|||||
|
2020
Q1 | $61K | Hold |
|
|||||
|
2019
Q4 | $86K | Hold |
|
|||||
|
2019
Q3 | $75K | Hold |
|
|||||
|
2019
Q2 | $72K | Hold |
|
|||||
|
2019
Q1 | $77K | Sell |
|
|||||
|
2018
Q4 | $81K | Sell |
|
|||||
|
2018
Q3 | $109K | Buy |
|
|||||
|
2018
Q2 | $106K | Hold |
|
|||||
|
2018
Q1 | $108K | Hold |
|
|||||
|
2017
Q4 | $106K | Hold |
|
|||||
|
2017
Q3 | $90K | Hold |
|
|||||
|
2017
Q2 | $89K | Hold |
|
|||||
|
2017
Q1 | $84K | Hold |
|
|||||
|
2016
Q4 | $82K | Hold |
|
|||||
|
2016
Q3 | $65K | Hold |
|
|||||
|
2016
Q2 | $52K | Hold |
|
|||||
|
2016
Q1 | $58K | Hold |
|
|||||
|
2015
Q4 | $68K | Hold |
|
|||||
|
2015
Q3 | $59K | Hold |
|
|||||
|
2015
Q2 | $67K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $62K | Hold |
|
|||||
|
2014
Q3 | $61K | Hold |
|
|||||
|
2014
Q2 | $55K | Hold |
|
|||||
|
2014
Q1 | $56K | Hold |
|
|||||
|
2013
Q4 | $54K | Sell |
|
|||||
|
2013
Q3 | $65K | Sell |
|
|||||
|
2013
Q2 | $87K | Buy |
|