Manchester Capital Management’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 | $303K | Buy |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | $204K | Buy |
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|
2024
Q3 | $112K | Buy |
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|
2024
Q2 | $120K | Buy |
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|
2024
Q1 | $100K | Buy |
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|
2023
Q4 | $81.9K | Buy |
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|
2023
Q3 | $56K | Sell |
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|
2023
Q2 | $109K | Sell |
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|
2023
Q1 | $195K | Buy |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $191K | Hold |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $254K | Sell |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $390K | Buy |
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|
2021
Q1 | $347K | Buy |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $34K | Sell |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $45K | Hold |
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|
2019
Q3 | $40K | Hold |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $49K | Hold |
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|
2018
Q3 | $47K | Hold |
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|
2018
Q2 | $49K | Hold |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $49K | Hold |
|
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|
2017
Q3 | $42K | Hold |
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|
2017
Q2 | $41K | Hold |
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|
2017
Q1 | $39K | Hold |
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|
2016
Q4 | $37K | Hold |
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|
2016
Q3 | $30K | Hold |
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|
2016
Q2 | $24K | Hold |
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|
2016
Q1 | $27K | Hold |
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|
2015
Q4 | $31K | Hold |
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|
2015
Q3 | $27K | Hold |
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|
2015
Q2 | $31K | Hold |
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|
2015
Q1 | $28K | Sell |
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|
2014
Q4 | $136K | Hold |
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|
2014
Q3 | $132K | Sell |
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|
2014
Q2 | $166K | Buy |
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|
2014
Q1 | $59K | Hold |
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|
2013
Q4 | $56K | Hold |
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|
2013
Q3 | $46K | Buy |
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|
2013
Q2 | $35K | Buy |
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