Mission Creek Capital Partners’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 | $379K | Buy |
|
|||||
|
2025
Q2 | $352K | Sell |
|
|||||
|
2025
Q1 | $665K | Sell |
|
|||||
|
2024
Q4 | $847K | Sell |
|
|||||
|
2024
Q3 | $805K | Sell |
|
|||||
|
2024
Q2 | $1.03M | Sell |
|
|||||
|
2024
Q1 | $1.79M | Buy |
|
|||||
|
2023
Q4 | $1.37M | Buy |
|
|||||
|
2023
Q3 | $988K | Sell |
|
|||||
|
2023
Q2 | $1.06M | Buy |
|
|||||
|
2023
Q1 | $980K | Buy |
|
|||||
|
2022
Q4 | $1.48M | Buy |
|
|||||
|
2022
Q3 | $1.27M | Buy |
|
|||||
|
2022
Q2 | $1.09M | Buy |
|
|||||
|
2022
Q1 | $1.45M | Sell |
|
|||||
|
2021
Q4 | $1.48M | Buy |
|
|||||
|
2021
Q3 | $1.23M | Sell |
|
|||||
|
2021
Q2 | $1.24M | Buy |
|
|||||
|
2021
Q1 | $1.09M | Buy |
|
|||||
|
2020
Q4 | $782K | Buy |
|
|||||
|
2020
Q3 | $338K | Buy |
|