Hutchens & Kramer Investment Management Group’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 | $963K | Sell |
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|
2025
Q2 | $972K | Sell |
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|
2025
Q1 | $835K | Sell |
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|
2024
Q4 | $825K | Sell |
|
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|
2024
Q3 | $773K | Sell |
|
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $994K | Sell |
|
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|
2023
Q4 | $1.01M | Sell |
|
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|
2023
Q3 | $884K | Sell |
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|
2023
Q2 | $970K | Sell |
|
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|
2023
Q1 | $1.08M | Sell |
|
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|
2022
Q4 | $3.23M | Sell |
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|
2022
Q3 | $2.97M | Buy |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $2.79M | Hold |
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|
2021
Q4 | $3.08M | Buy |
|