Meritage Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,180
| Closed | -$234K | – | 55 |
|
|
2024
Q2 | $234K | Buy |
+3,180
| New | +$234K | 0.01% | 51 |
|
|
2017
Q1 | – | Sell |
-33,469
| Closed | -$1.32M | – | 64 |
|
|
2016
Q4 | $1.32M | Buy |
+33,469
| New | +$1.32M | 0.04% | 52 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 28 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 29 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 29 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 25 |
|