Hudson Valley Investment Advisors’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
Q3 | $6.38M | Sell |
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|
2025
Q2 | $6.15M | Buy |
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|
2025
Q1 | $4.86M | Buy |
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|
2024
Q4 | $4.3M | Buy |
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|
2024
Q3 | $3.24M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $281K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Sell |
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|
2019
Q3 | $219K | Buy |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $386K | Buy |
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|
2018
Q3 | $416K | Hold |
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|
2018
Q2 | $433K | Sell |
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|
2018
Q1 | $449K | Sell |
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|
2017
Q4 | $457K | Sell |
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|
2017
Q3 | $402K | Hold |
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|
2017
Q2 | $395K | Sell |
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|
2017
Q1 | $388K | Sell |
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|
2016
Q4 | $405K | Sell |
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|
2016
Q3 | $372K | Sell |
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|
2016
Q2 | $378K | Sell |
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|
2016
Q1 | $429K | Sell |
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|
2015
Q4 | $515K | Buy |
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|
2015
Q3 | $444K | Sell |
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|
2015
Q2 | $516K | Buy |
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|
2015
Q1 | $474K | Buy |
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|
2014
Q4 | $407K | Buy |
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|
2014
Q3 | $370K | Buy |
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|
2014
Q2 | $298K | Sell |
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|
2014
Q1 | $318K | Buy |
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|
2013
Q4 | $292K | Buy |
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|
2013
Q3 | $232K | Sell |
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|
2013
Q2 | $242K | Buy |
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