Hillsdale Investment Management’s Charles Schwab SCHW Stock Holding History

Hillsdale Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$924K	Buy
2023 Q3	–	Sell
2023 Q2	$34.6K	Sell
2023 Q1	$74.4K	Buy
2022 Q4	$25K	Buy
2022 Q1	–	Sell
2021 Q4	$59K	Buy
2021 Q3	–	Sell
2021 Q2	$47K	Hold
2021 Q1	$42K	Buy