HUB Investment Partners’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 | $12.7M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $8.24M | Sell |
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|
2024
Q2 | $10.1M | Buy |
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|
2024
Q1 | $9.32M | Buy |
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|
2023
Q4 | $8.64M | Buy |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $2.76M | Buy |
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|
2023
Q1 | $2.12M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $201K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $442K | Buy |
|