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