Mount Capital’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 | $50.8M | Hold |
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|
2025
Q1 | $43.6M | Hold |
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|
2024
Q4 | $41.2M | Hold |
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|
2024
Q3 | $35.9M | Buy |
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|
2024
Q2 | $33.5M | Hold |
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|
2024
Q1 | $32.9M | Hold |
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|
2023
Q4 | $31.3M | Buy |
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|
2023
Q3 | $22.8M | Buy |
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|
2023
Q2 | $19.6M | Hold |
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|
2023
Q1 | $18.1M | Buy |
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|
2022
Q4 | $27.2M | Hold |
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|
2022
Q3 | $23.5M | Buy |
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|
2022
Q2 | $17.3M | Hold |
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|
2022
Q1 | $23M | Sell |
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|
2021
Q4 | $27.1M | Buy |
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