Laffer Tengler 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
Q2 | $367K | Hold |
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $706K | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $906K | Buy |
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|
2022
Q2 | $779K | Buy |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $333K | Hold |
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|
2021
Q3 | $289K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $208K | Hold |
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|
2020
Q3 | $144K | Hold |
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|
2020
Q2 | $134K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2.38M | Hold |
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|
2018
Q4 | $2.31M | Hold |
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|
2018
Q3 | $2.74M | Hold |
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|
2018
Q2 | $2.85M | Hold |
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|
2018
Q1 | $2.91M | Buy |
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|
2017
Q4 | $2.75M | Hold |
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|
2017
Q3 | $2.34M | Sell |
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|
2017
Q2 | $2.45M | Hold |
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|
2017
Q1 | $2.33M | Hold |
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|
2016
Q4 | $2.25M | Buy |
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