Investment House LLC’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 | – | Sell |
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|
2025
Q2 | $1.05M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $2.69M | Sell |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.31M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $399K | Hold |
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|
2021
Q4 | $398K | Buy |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $315K | Hold |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $435K | Sell |
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|
2019
Q3 | $478K | Buy |
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|
2019
Q2 | $450K | Buy |
|