Hollencrest Capital 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 | $73.9K | Hold |
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|
2025
Q1 | $63.4K | Hold |
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|
2024
Q4 | $59.9K | Hold |
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|
2024
Q3 | $52.5K | Sell |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $149K | Sell |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $192K | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2023
Q1 | $197K | Buy |
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|
2022
Q4 | $72.8K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $573K | Hold |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $491K | Buy |
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|
2021
Q2 | $487K | Hold |
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|
2021
Q1 | $436K | Hold |
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|
2020
Q4 | $355K | Hold |
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|
2020
Q3 | $242K | Buy |
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