Joel Isaacson & 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
Q2 | $681K | Buy |
|
|||||
|
2025
Q1 | $578K | Buy |
|
|||||
|
2024
Q4 | $546K | Buy |
|
|||||
|
2024
Q3 | $462K | Buy |
|
|||||
|
2024
Q2 | $429K | Buy |
|
|||||
|
2024
Q1 | $361K | Buy |
|
|||||
|
2023
Q4 | $343K | Buy |
|
|||||
|
2023
Q3 | $272K | Buy |
|
|||||
|
2023
Q2 | $280K | Sell |
|
|||||
|
2023
Q1 | $297K | Buy |
|
|||||
|
2022
Q4 | $457K | Buy |
|
|||||
|
2022
Q3 | $392K | Buy |
|
|||||
|
2022
Q2 | $281K | Buy |
|
|||||
|
2022
Q1 | $333K | Sell |
|
|||||
|
2021
Q4 | $378K | Buy |
|
|||||
|
2021
Q3 | $323K | Buy |
|
|||||
|
2021
Q2 | $321K | Buy |
|
|||||
|
2021
Q1 | $287K | Buy |
|
|||||
|
2020
Q4 | $225K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $142K | Hold |
|
|||||
|
2016
Q3 | $114K | Sell |
|
|||||
|
2016
Q2 | $98K | Buy |
|
|||||
|
2016
Q1 | $84K | Hold |
|
|||||
|
2015
Q4 | $99K | Hold |
|
|||||
|
2015
Q3 | $86K | Hold |
|
|||||
|
2015
Q2 | $98K | Hold |
|
|||||
|
2015
Q1 | $91K | Hold |
|
|||||
|
2014
Q4 | $91K | Hold |
|
|||||
|
2014
Q3 | $88K | Hold |
|
|||||
|
2014
Q2 | $81K | Hold |
|
|||||
|
2014
Q1 | $82K | Hold |
|
|||||
|
2013
Q4 | $78K | Sell |
|
|||||
|
2013
Q3 | $486K | Buy |
|
|||||
|
2013
Q2 | $425K | Buy |
|