Mendota Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $27.7K | Sell |
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|
2025
Q3 | $50.7K | Buy |
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|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $3.13K | Hold |
|
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|
2024
Q4 | $2.96K | Sell |
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|
2024
Q3 | $119K | Buy |
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|
2024
Q2 | $132K | Sell |
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|
2024
Q1 | $193K | Sell |
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|
2023
Q4 | $227K | Buy |
|
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|
2023
Q3 | $152K | Hold |
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|
2023
Q2 | $157K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $123K | Buy |
|