Leelyn Smith’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 | $4.33M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.66K | Hold |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $107K | Sell |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | $142K | Sell |
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|
2021
Q3 | $134K | Sell |
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|
2021
Q2 | $327K | Sell |
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|
2021
Q1 | $622K | Sell |
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|
2020
Q4 | $2.26M | Buy |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $961K | Buy |
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|
2019
Q4 | $1.01K | Buy |
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