Monetary Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.3K | Hold |
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|
2025
Q1 | $50.9K | Sell |
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|
2024
Q4 | $59.2K | Hold |
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|
2024
Q3 | $51.8K | Sell |
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|
2024
Q2 | $81.1K | Hold |
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|
2024
Q1 | $79.6K | Hold |
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|
2023
Q4 | $75.7K | Hold |
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|
2023
Q3 | $60.4K | Sell |
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|
2023
Q2 | $70.8K | Sell |
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|
2023
Q1 | $78.6K | Buy |
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|
2022
Q4 | $112K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $114K | Hold |
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|
2021
Q4 | $114K | Hold |
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|
2021
Q3 | $98K | Hold |
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|
2021
Q2 | $98K | Hold |
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|
2021
Q1 | $88K | Hold |
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|
2020
Q4 | $72K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $46K | Hold |
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|
2020
Q1 | $45K | Hold |
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|
2019
Q4 | $64K | Hold |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $58K | Buy |
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|
2018
Q4 | $39K | Hold |
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|
2018
Q3 | $47K | Sell |
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|
2018
Q2 | $82K | Buy |
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|
2018
Q1 | $63K | Buy |
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|
2017
Q4 | $41K | Hold |
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|
2017
Q3 | $35K | Sell |
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|
2017
Q2 | $1.25M | Buy |
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