International Assets Investment 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 | $654K | Hold |
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|
2025
Q2 | $655K | Sell |
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|
2025
Q1 | $759K | Sell |
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|
2024
Q4 | $719K | Sell |
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|
2024
Q3 | $13.7K | Buy |
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|
2024
Q2 | $856K | Sell |
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|
2024
Q1 | $878K | Buy |
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|
2023
Q4 | $756K | Buy |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $395K | Buy |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $239K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $18K | Buy |
|