Koshinski Asset Management’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 | $1.25M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.01B | Sell |
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|
2024
Q3 | $895K | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $747K | Sell |
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|
2023
Q4 | $840K | Sell |
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|
2023
Q3 | $843K | Sell |
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|
2023
Q2 | $959K | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $641K | Buy |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $914K | Buy |
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