Manchester Financial’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 | $848K | Sell |
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|
2025
Q2 | $817K | Sell |
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|
2025
Q1 | $710K | Hold |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $621K | Buy |
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|
2024
Q2 | $706K | Buy |
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|
2024
Q1 | $603K | Buy |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $254K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $175K | Hold |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q3 | $83K | Hold |
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|
2020
Q2 | $78K | Hold |
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|
2020
Q1 | $77K | Buy |
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|
2019
Q4 | $99K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $84K | Buy |
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