Little House 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
Q3 | $300K | Buy |
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|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $3.61M | Buy |
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|
2023
Q3 | $2.84M | Buy |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $279K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $689K | Sell |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.34K | Buy |
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|
2019
Q1 | $1.33M | Buy |
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|
2018
Q4 | $1.28M | Buy |
|