Intrinsic Value Partners’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 | $5.04M | Buy |
|
|||||
|
2025
Q1 | $4.25M | Sell |
|
|||||
|
2024
Q4 | $4.02M | Sell |
|
|||||
|
2024
Q3 | $3.59M | Sell |
|
|||||
|
2024
Q2 | $4.09M | Sell |
|
|||||
|
2024
Q1 | $4.07M | Sell |
|
|||||
|
2023
Q4 | $3.9M | Buy |
|
|||||
|
2023
Q3 | $3.11M | Buy |
|
|||||
|
2023
Q2 | $3.19M | Buy |
|
|||||
|
2023
Q1 | $2.55M | Buy |
|
|||||
|
2022
Q4 | $4.05M | Sell |
|
|||||
|
2022
Q3 | $3.8M | Buy |
|
|||||
|
2022
Q2 | $3.25M | Sell |
|
|||||
|
2022
Q1 | $4.41M | Sell |
|
|||||
|
2021
Q4 | $4.51M | Buy |
|