Mount Vernon Associates’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
30,300
+200
| +0.7% | +$18.3K | 2% | 17 |
|
|
2025
Q1 | $2.36M | Hold |
30,100
| – | – | 1.92% | 16 |
|
|
2024
Q4 | $2.23M | Hold |
30,100
| – | – | 1.74% | 18 |
|
|
2024
Q3 | $1.95M | Buy |
30,100
+950
| +3% | +$61.6K | 1.55% | 21 |
|
|
2024
Q2 | $2.15M | Sell |
29,150
-750
| -3% | -$55.3K | 1.9% | 14 |
|
|
2024
Q1 | $2.16M | Buy |
29,900
+250
| +0.8% | +$18.1K | 1.84% | 15 |
|
|
2023
Q4 | $2.04M | Sell |
29,650
-250
| -0.8% | -$17.2K | 2% | 17 |
|
|
2023
Q3 | $1.64M | Buy |
29,900
+300
| +1% | +$16.5K | 1.82% | 18 |
|
|
2023
Q2 | $1.68M | Buy |
+29,600
| New | +$1.68M | 1.78% | 21 |
|