KLCM 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
Q3 | $471K | Buy |
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|
2025
Q2 | $377K | Sell |
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|
2025
Q1 | $332K | Sell |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $258K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $352K | Hold |
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|
2013
Q3 | $286K | Hold |
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|
2013
Q2 | $288K | Buy |
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