Kearns & Associates’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 | $859K | Hold |
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|
2025
Q2 | $821K | Hold |
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|
2025
Q1 | $705K | Hold |
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|
2024
Q4 | $666K | Hold |
|
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|
2024
Q3 | $583K | Hold |
|
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|
2024
Q2 | $663K | Hold |
|
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|
2024
Q1 | $651K | Hold |
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|
2023
Q4 | $619K | Hold |
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|
2023
Q3 | $494K | Hold |
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|
2023
Q2 | $510K | Hold |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $749K | Buy |
|