KCM Investment Advisors’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 | $8.56M | Sell |
|
|||||
|
2025
Q1 | $7.44M | Sell |
|
|||||
|
2024
Q4 | $7.68M | Sell |
|
|||||
|
2024
Q3 | $6.8M | Buy |
|
|||||
|
2024
Q2 | $7.19M | Buy |
|
|||||
|
2024
Q1 | $6.92M | Buy |
|
|||||
|
2023
Q4 | $5.31M | Buy |
|
|||||
|
2023
Q3 | $4.22M | Sell |
|
|||||
|
2023
Q2 | $4.5M | Buy |
|
|||||
|
2023
Q1 | $3.84M | Buy |
|
|||||
|
2022
Q4 | $3.31M | Buy |
|
|||||
|
2022
Q3 | $2.85M | Sell |
|
|||||
|
2022
Q2 | $2.63M | Sell |
|
|||||
|
2022
Q1 | $3.56M | Sell |
|
|||||
|
2021
Q4 | $3.62M | Sell |
|
|||||
|
2021
Q3 | $3.18M | Buy |
|
|||||
|
2021
Q2 | $3.13M | Buy |
|
|||||
|
2021
Q1 | $2.77M | Buy |
|
|||||
|
2020
Q4 | $2.16M | Buy |
|
|||||
|
2020
Q3 | $915K | Sell |
|
|||||
|
2020
Q2 | $1.12M | Buy |
|
|||||
|
2020
Q1 | $876K | Sell |
|
|||||
|
2019
Q4 | $1.29M | Buy |
|
|||||
|
2019
Q3 | $1.09M | Sell |
|
|||||
|
2019
Q2 | $1.6M | Buy |
|
|||||
|
2019
Q1 | $1.61M | Buy |
|
|||||
|
2018
Q4 | $1.18M | Buy |
|
|||||
|
2018
Q3 | $1.31M | Buy |
|
|||||
|
2018
Q2 | $979K | Buy |
|
|||||
|
2018
Q1 | $980K | Sell |
|
|||||
|
2017
Q4 | $1.04M | Buy |
|
|||||
|
2017
Q3 | $878K | Buy |
|
|||||
|
2017
Q2 | $861K | Hold |
|
|||||
|
2017
Q1 | $818K | Sell |
|
|||||
|
2016
Q4 | $982K | Sell |
|
|||||
|
2016
Q3 | $832K | Buy |
|
|||||
|
2016
Q2 | $646K | Sell |
|
|||||
|
2016
Q1 | $761K | Buy |
|
|||||
|
2015
Q4 | $727K | Sell |
|
|||||
|
2015
Q3 | $690K | Buy |
|
|||||
|
2015
Q2 | $764K | Buy |
|
|||||
|
2015
Q1 | $657K | Sell |
|
|||||
|
2014
Q4 | $1.23M | Buy |
|
|||||
|
2014
Q3 | $490K | Sell |
|
|||||
|
2014
Q2 | $499K | Buy |
|
|||||
|
2014
Q1 | $335K | Sell |
|
|||||
|
2013
Q4 | $345K | Hold |
|
|||||
|
2013
Q3 | $281K | Hold |
|
|||||
|
2013
Q2 | $282K | Buy |
|