Motley Fool 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
Q3 | $12M | Buy |
|
|||||
|
2025
Q2 | $8.6M | Buy |
|
|||||
|
2025
Q1 | $6.6M | Buy |
|
|||||
|
2024
Q4 | $6.17M | Buy |
|
|||||
|
2024
Q3 | $4.7M | Buy |
|
|||||
|
2024
Q2 | $5.22M | Buy |
|
|||||
|
2024
Q1 | $3.89M | Buy |
|
|||||
|
2023
Q4 | $3.45M | Buy |
|
|||||
|
2023
Q3 | $2.58M | Buy |
|
|||||
|
2023
Q2 | $2.46M | Buy |
|
|||||
|
2023
Q1 | $2.13M | Sell |
|
|||||
|
2022
Q4 | $3.46M | Sell |
|
|||||
|
2022
Q3 | $3.13M | Sell |
|
|||||
|
2022
Q2 | $2.78M | Sell |
|
|||||
|
2022
Q1 | $3.96M | Sell |
|
|||||
|
2021
Q4 | $4.1M | Buy |
|
|||||
|
2021
Q3 | $3.15M | Sell |
|
|||||
|
2021
Q2 | $3.42M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1.09M | Sell |
|
|||||
|
2019
Q3 | $969K | Sell |
|
|||||
|
2019
Q2 | $939K | Buy |
|
|||||
|
2019
Q1 | $906K | Buy |
|
|||||
|
2018
Q4 | $748K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $649K | Buy |
|