Marshall & Sullivan’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 | $6.97M | Sell |
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|
2025
Q2 | $6.76M | Sell |
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|
2025
Q1 | $5.87M | Sell |
|
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|
2024
Q4 | $5.65M | Buy |
|
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|
2024
Q3 | $4.93M | Sell |
|
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|
2024
Q2 | $5.68M | Sell |
|
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|
2024
Q1 | $5.66M | Sell |
|
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|
2023
Q4 | $5.43M | Sell |
|
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|
2023
Q3 | $4.34M | Sell |
|
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|
2023
Q2 | $4.51M | Buy |
|
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|
2023
Q1 | $4.01M | Buy |
|
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|
2022
Q4 | $6.36M | Sell |
|
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|
2022
Q3 | $5.76M | Buy |
|
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|
2022
Q2 | $5.06M | Hold |
|
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|
2022
Q1 | $6.75M | Sell |
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|
2021
Q4 | $7.14M | Buy |
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|
2021
Q3 | $6.15M | Buy |
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