James Investment Research’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
Q4 | $505K | Sell |
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|
2025
Q3 | $492K | Hold |
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|
2025
Q2 | $470K | Sell |
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|
2025
Q1 | $425K | Buy |
|
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|
2024
Q4 | $381K | Hold |
|
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|
2024
Q3 | $334K | Hold |
|
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $3.09M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.02M | Buy |
|