Machina 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 | $1.81M | Sell |
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|
2025
Q2 | $4.86M | Buy |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $595K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $561K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $683K | Buy |
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|
2021
Q4 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $554K | Buy |
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|
2019
Q1 | $527K | Buy |
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