J.L. Bainbridge & Co’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 | $1.49M | Sell |
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|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.39M | Hold |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $472K | Hold |
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|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $408K | Hold |
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|
2021
Q2 | $408K | Sell |
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|
2021
Q1 | $404K | Sell |
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|
2020
Q4 | $333K | Hold |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $278K | Sell |
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|
2019
Q2 | $24.9M | Sell |
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|
2019
Q1 | $29.4M | Buy |
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|
2018
Q4 | $23.2M | Buy |
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|
2018
Q3 | $26.4M | Buy |
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|
2018
Q2 | $25.5M | Buy |
|