Hunter Perkins 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
Q3 | $4.6M | Sell |
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|
2025
Q2 | $4.4M | Sell |
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|
2025
Q1 | $3.78M | Sell |
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|
2024
Q4 | $4.07M | Sell |
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|
2024
Q3 | $3.7M | Sell |
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|
2024
Q2 | $4.31M | Sell |
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|
2024
Q1 | $5.84M | Sell |
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|
2023
Q4 | $6.88M | Buy |
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|
2023
Q3 | $5.1M | Sell |
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|
2023
Q2 | $5.63M | Buy |
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|
2023
Q1 | $2.15M | Hold |
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|
2022
Q4 | $3.42M | Hold |
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|
2022
Q3 | $2.96M | Hold |
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|
2022
Q2 | $2.6M | Hold |
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|
2022
Q1 | $3.47M | Sell |
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|
2021
Q4 | $3.47M | Hold |
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|
2021
Q3 | $3M | Hold |
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|
2021
Q2 | $3M | Sell |
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|
2021
Q1 | $5.2M | Sell |
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|
2020
Q4 | $13M | Sell |
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|
2020
Q3 | $10.2M | Buy |
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|
2020
Q2 | $9.4M | Buy |
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