Howe & Rusling’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 | $243K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $1.92M | Sell |
|
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|
2023
Q4 | $6.65M | Sell |
|
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|
2023
Q3 | $5.62M | Buy |
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|
2023
Q2 | $5.79M | Sell |
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|
2023
Q1 | $5.41M | Buy |
|
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|
2022
Q4 | $8.52M | Buy |
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|
2022
Q3 | $7.34M | Buy |
|
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|
2022
Q2 | $6.4M | Buy |
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|
2022
Q1 | $8.27M | Sell |
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|
2021
Q4 | $8.39M | Sell |
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|
2021
Q3 | $7.45M | Sell |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $9.7M | Sell |
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|
2020
Q4 | $8.09M | Sell |
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|
2020
Q3 | $5.66M | Sell |
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|
2020
Q2 | $5.53M | Buy |
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|
2020
Q1 | $5.35M | Buy |
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|
2019
Q4 | $171K | Sell |
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|
2019
Q3 | $251K | Hold |
|
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|
2019
Q2 | $242K | Buy |
|
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|
2019
Q1 | $256K | Buy |
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|
2018
Q4 | $201K | Sell |
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|
2018
Q3 | $251K | Sell |
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|
2018
Q2 | $6.99M | Sell |
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|
2018
Q1 | $7.18M | Sell |
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|
2017
Q4 | $7.12M | Hold |
|
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|
2017
Q3 | $6.06M | Sell |
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|
2017
Q2 | $6.01M | Sell |
|
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|
2017
Q1 | $6.18M | Sell |
|
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|
2016
Q4 | $5.98M | Sell |
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|
2016
Q3 | $4.78M | Sell |
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|
2016
Q2 | $4.28M | Sell |
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|
2016
Q1 | $4.82M | Sell |
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|
2015
Q4 | $5.75M | Sell |
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|
2015
Q3 | $5.06M | Sell |
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|
2015
Q2 | $6.12M | Buy |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $16K | Sell |
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|
2014
Q3 | $16K | Buy |
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|
2014
Q2 | $3K | Sell |
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|
2014
Q1 | $17K | Sell |
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|
2013
Q4 | $16K | Hold |
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|
2013
Q3 | $13K | Sell |
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|
2013
Q2 | $14K | Buy |
|