Mengis Capital Management’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 | $3.86M | Sell |
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|
2025
Q1 | $4.21M | Sell |
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|
2024
Q4 | $4.06M | Sell |
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|
2024
Q3 | $4M | Sell |
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|
2024
Q2 | $5.87M | Sell |
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|
2024
Q1 | $5.99M | Buy |
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|
2023
Q4 | $5.66M | Sell |
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|
2023
Q3 | $4.58M | Sell |
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|
2023
Q2 | $4.73M | Buy |
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|
2023
Q1 | $3.82M | Sell |
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|
2022
Q4 | $6.09M | Sell |
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|
2022
Q3 | $5.32M | Sell |
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|
2022
Q2 | $4.92M | Buy |
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|
2022
Q1 | $6.19M | Buy |
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|
2021
Q4 | $6.08M | Buy |
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|
2021
Q3 | $5.13M | Buy |
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|
2021
Q2 | $5.07M | Buy |
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|
2021
Q1 | $4.44M | Buy |
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|
2020
Q4 | $3.41M | Sell |
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|
2020
Q3 | $2.33M | Sell |
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|
2020
Q2 | $2.34M | Sell |
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|
2020
Q1 | $2.4M | Hold |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $2.67M | Buy |
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|
2019
Q2 | $1.41M | Buy |
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|
2019
Q1 | $777K | Buy |
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|
2018
Q4 | $475K | Buy |
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