Morse Asset 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
Q4 | $226K | Sell |
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|
2025
Q3 | $238K | Buy |
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|
2025
Q2 | $8.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $948K | Sell |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $925K | Buy |
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|
2021
Q3 | $728K | Sell |
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|
2021
Q2 | $874K | Buy |
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|
2021
Q1 | $652K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $202K | Buy |
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