Horan Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $354K | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $343K | Sell |
|
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|
2024
Q1 | $337K | Buy |
|
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|
2023
Q4 | $314K | Sell |
|
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $12.7K | Buy |
|
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|
2022
Q4 | $15.7K | Sell |
|
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $21K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3K | Buy |
|