Lafayette Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.84M | Sell |
96,849
-651
| -0.7% | -$59.4K | 1.79% | 12 |
|
|
2025
Q1 | $7.63M | Sell |
97,500
-730
| -0.7% | -$57.1K | 1.61% | 15 |
|
|
2024
Q4 | $7.27M | Buy |
98,230
+480
| +0.5% | +$35.5K | 1.56% | 16 |
|
|
2024
Q3 | $6.34M | Buy |
97,750
+753
| +0.8% | +$48.8K | 1.34% | 23 |
|
|
2024
Q2 | $7.15M | Sell |
96,997
-19
| -0% | -$1.4K | 1.63% | 17 |
|
|
2024
Q1 | $7.02M | Buy |
97,016
+1,044
| +1% | +$75.5K | 1.58% | 21 |
|
|
2023
Q4 | $6.6M | Buy |
95,972
+1,997
| +2% | +$137K | 1.64% | 21 |
|
|
2023
Q3 | $5.16M | Sell |
93,975
-7,940
| -8% | -$436K | 1.41% | 22 |
|
|
2023
Q2 | $5.78M | Buy |
101,915
+8,321
| +9% | +$472K | 1.52% | 22 |
|
|
2023
Q1 | $4.9M | Sell |
93,594
-5,753
| -6% | -$301K | 1.36% | 25 |
|
|
2022
Q4 | $8.27M | Buy |
99,347
+437
| +0.4% | +$36.4K | 2.33% | 12 |
|
|
2022
Q3 | $7.11M | Buy |
98,910
+1,288
| +1% | +$92.6K | 2.19% | 14 |
|
|
2022
Q2 | $6.17M | Buy |
97,622
+2,836
| +3% | +$179K | 1.78% | 17 |
|
|
2022
Q1 | $7.99M | Sell |
94,786
-2,426
| -2% | -$205K | 1.98% | 13 |
|
|
2021
Q4 | $8.18M | Buy |
97,212
+294
| +0.3% | +$24.7K | 2.04% | 12 |
|
|
2021
Q3 | $7.06M | Buy |
96,918
+601
| +0.6% | +$43.8K | 1.92% | 14 |
|
|
2021
Q2 | $7.01M | Sell |
96,317
-144
| -0.1% | -$10.5K | 1.91% | 15 |
|
|
2021
Q1 | $6.29M | Sell |
96,461
-8,250
| -8% | -$538K | 2.01% | 14 |
|
|
2020
Q4 | $5.55M | Buy |
104,711
+96,461
| +1,169% | +$5.12M | 1.89% | 20 |
|
|
2020
Q3 | $299K | Buy |
+8,250
| New | +$299K | 0.11% | 75 |
|