Moseley Investment 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
Q3 | $997K | Hold |
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|
2025
Q2 | $952K | Hold |
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|
2025
Q1 | $817K | Hold |
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|
2024
Q4 | $773K | Hold |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $769K | Buy |
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|
2024
Q1 | $748K | Hold |
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|
2023
Q4 | $711K | Sell |
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|
2023
Q3 | $579K | Hold |
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|
2023
Q2 | $597K | Buy |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $873K | Sell |
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|
2022
Q3 | $760K | Buy |
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|
2022
Q2 | $668K | Sell |
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|
2022
Q1 | $2.16M | Buy |
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|
2021
Q4 | $2.15M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $904K | Buy |
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