Hixon Zuercher’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 | $4.68M | Sell |
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|
2025
Q2 | $4.63M | Sell |
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|
2025
Q1 | $3.97M | Buy |
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|
2024
Q4 | $3.7M | Buy |
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|
2024
Q3 | $3.2M | Buy |
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|
2024
Q2 | $3.6M | Sell |
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|
2024
Q1 | $4M | Buy |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $2.95M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.55M | Buy |
|