Hoese & Co’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1K | Buy |
352
+200
| +132% | +$18.2K | 0.03% | 117 |
|
|
2025
Q1 | $11.9K | Hold |
152
| – | – | 0.01% | 113 |
|
|
2024
Q4 | $11.2K | Hold |
152
| – | – | 0.01% | 127 |
|
|
2024
Q3 | $9.85K | Hold |
152
| – | – | 0.01% | 123 |
|
|
2024
Q2 | $11.1K | Hold |
152
| – | – | 0.01% | 101 |
|
|
2024
Q1 | $10.1K | Hold |
152
| – | – | 0.01% | 110 |
|
|
2023
Q4 | $9.32K | Hold |
152
| – | – | 0.01% | 120 |
|
|
2023
Q3 | $8.34K | Hold |
152
| – | – | 0.01% | 127 |
|
|
2023
Q2 | $8.61K | Hold |
152
| – | – | 0.01% | 135 |
|
|
2023
Q1 | $11.8K | Hold |
152
| – | – | 0.01% | 115 |
|
|
2022
Q4 | $13K | Hold |
152
| – | – | 0.01% | 120 |
|
|
2022
Q3 | $11K | Hold |
152
| – | – | 0.01% | 131 |
|
|
2022
Q2 | $10K | Hold |
152
| – | – | 0.01% | 140 |
|
|
2022
Q1 | $13K | Hold |
152
| – | – | 0.01% | 136 |
|
|
2021
Q4 | $13K | Buy |
+152
| New | +$13K | 0.01% | 137 |
|