Klingenstein Fields & 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 | $355K | Hold |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $304K | Hold |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $236K | Buy |
|