L. Roy Papp & 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 | $241K | Buy |
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|
2025
Q2 | $230K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $468K | Sell |
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|
2019
Q4 | $890K | Sell |
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|
2019
Q3 | $1.85M | Sell |
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|
2019
Q2 | $2.77M | Sell |
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|
2019
Q1 | $4.09M | Buy |
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|
2018
Q4 | $3.86M | Buy |
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|
2018
Q3 | $4.01M | Buy |
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|
2018
Q2 | $2.9M | Buy |
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|
2018
Q1 | $2.24M | Buy |
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|
2017
Q4 | $1.9M | Buy |
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|
2017
Q3 | $1.13M | Buy |
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|
2017
Q2 | $252K | Buy |
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