IMS 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
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.11M | Hold |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $926K | Buy |
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|
2024
Q2 | $921K | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $955K | Hold |
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|
2023
Q3 | $762K | Buy |
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|
2023
Q2 | $774K | Buy |
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|
2023
Q1 | $617K | Hold |
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|
2022
Q4 | $981K | Hold |
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|
2022
Q3 | $847K | Hold |
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|
2022
Q2 | $744K | Buy |
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|
2022
Q1 | $989K | Hold |
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|
2021
Q4 | $986K | Hold |
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|
2021
Q3 | $854K | Buy |
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|
2021
Q2 | $839K | Hold |
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|
2021
Q1 | $752K | Sell |
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|
2020
Q4 | $918K | Hold |
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|
2020
Q3 | $627K | Hold |
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|
2020
Q2 | $584K | Buy |
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