Mitchell Sinkler & Starr’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 | $743K | Hold |
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|
2025
Q1 | $637K | Buy |
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|
2024
Q4 | $588K | Sell |
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|
2024
Q3 | $541K | Buy |
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|
2024
Q2 | $503K | Sell |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $893K | Buy |
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|
2023
Q3 | $637K | Buy |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $228K | Hold |
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|
2019
Q4 | $323K | Sell |
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|
2019
Q3 | $613K | Sell |
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|
2019
Q2 | $738K | Sell |
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|
2019
Q1 | $807K | Sell |
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|
2018
Q4 | $792K | Sell |
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|
2018
Q3 | $943K | Buy |
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|
2018
Q2 | $960K | Buy |
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|
2018
Q1 | $980K | Buy |
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|
2017
Q4 | $614K | Hold |
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|
2017
Q3 | $523K | Hold |
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|
2017
Q2 | $514K | Hold |
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|
2017
Q1 | $488K | Buy |
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|
2016
Q4 | $469K | Buy |
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|
2016
Q3 | $351K | Buy |
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|
2016
Q2 | $279K | Sell |
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|
2016
Q1 | $326K | Sell |
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|
2015
Q4 | $389K | Buy |
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|
2015
Q3 | $266K | Buy |
|