Keene & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $688K | Sell |
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|
2024
Q3 | $604K | Buy |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $624K | Buy |
|
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|
2023
Q4 | $574K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $349K | Sell |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $415K | Buy |
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