Marvin & Palmer Associates’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 | $3.66M | Sell |
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|
2025
Q1 | $3.19M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.96M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $10M | Buy |
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|
2022
Q3 | $7.43M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $7.8M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.17M | Buy |
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|
2018
Q2 | $5.06M | Sell |
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|
2018
Q1 | $5.78M | Buy |
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|
2017
Q4 | $4.84M | Buy |
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|
2017
Q3 | $3.76M | Sell |
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|
2017
Q2 | $6.93M | Sell |
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|
2017
Q1 | $6.67M | Buy |
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|
2016
Q4 | $5.02M | Buy |
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|
2016
Q3 | $2.92M | Buy |
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|
2016
Q2 | $1.9M | Buy |
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|
2016
Q1 | $1.86M | Sell |
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|
2015
Q4 | $2.77M | Sell |
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|
2015
Q3 | $2.48M | Buy |
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