Lindbrook Capital’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
Q1 | $904K | Sell |
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|
2024
Q4 | $862K | Buy |
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|
2024
Q3 | $711K | Sell |
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|
2024
Q2 | $891K | Sell |
|
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|
2024
Q1 | $1.07M | Sell |
|
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $969K | Buy |
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|
2023
Q2 | $963K | Buy |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $323K | Buy |
|
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $173K | Buy |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $68K | Buy |
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|
2021
Q2 | $65K | Sell |
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|
2021
Q1 | $136K | Buy |
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|
2020
Q4 | $103K | Buy |
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|
2020
Q3 | $70K | Buy |
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|
2020
Q2 | $23K | Sell |
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|
2020
Q1 | $30K | Sell |
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|
2019
Q4 | $67K | Sell |
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|
2019
Q3 | $115K | Sell |
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|
2019
Q2 | $123K | Sell |
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|
2019
Q1 | $132K | Buy |
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|
2018
Q4 | $124K | Buy |
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