Harvest Fund 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
Q2 | $611K | Hold |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $0 | Sell |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $66K | Sell |
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|
2023
Q4 | $212K | Buy |
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|
2023
Q3 | $20K | Sell |
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|
2023
Q2 | $204K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $182K | Buy |
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|
2022
Q2 | $156K | Sell |
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|
2022
Q1 | $482K | Hold |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $85K | Hold |
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|
2021
Q1 | $75K | Buy |
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|
2020
Q4 | $35K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $106K | Buy |
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