Lafayette Investments’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 | $9.16M | Sell |
|
|||||
|
2025
Q2 | $8.84M | Sell |
|
|||||
|
2025
Q1 | $7.63M | Sell |
|
|||||
|
2024
Q4 | $7.27M | Buy |
|
|||||
|
2024
Q3 | $6.34M | Buy |
|
|||||
|
2024
Q2 | $7.15M | Sell |
|
|||||
|
2024
Q1 | $7.02M | Buy |
|
|||||
|
2023
Q4 | $6.6M | Buy |
|
|||||
|
2023
Q3 | $5.16M | Sell |
|
|||||
|
2023
Q2 | $5.78M | Buy |
|
|||||
|
2023
Q1 | $4.9M | Sell |
|
|||||
|
2022
Q4 | $8.27M | Buy |
|
|||||
|
2022
Q3 | $7.11M | Buy |
|
|||||
|
2022
Q2 | $6.17M | Buy |
|
|||||
|
2022
Q1 | $7.99M | Sell |
|
|||||
|
2021
Q4 | $8.18M | Buy |
|
|||||
|
2021
Q3 | $7.06M | Buy |
|
|||||
|
2021
Q2 | $7.01M | Sell |
|
|||||
|
2021
Q1 | $6.29M | Sell |
|
|||||
|
2020
Q4 | $5.55M | Buy |
|
|||||
|
2020
Q3 | $299K | Buy |
|