MQS Management’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 | $286K | Buy |
+3,134
| New | +$286K | 0.16% | 282 |
|
|
2024
Q4 | – | Sell |
-7,550
| Closed | -$489K | – | 338 |
|
|
2024
Q3 | $489K | Buy |
+7,550
| New | +$489K | 0.27% | 135 |
|
|
2023
Q4 | – | Sell |
-3,891
| Closed | -$214K | – | 652 |
|
|
2023
Q3 | $214K | Buy |
+3,891
| New | +$214K | 0.13% | 347 |
|
|
2022
Q3 | – | Sell |
-5,247
| Closed | -$332K | – | 560 |
|
|
2022
Q2 | $332K | Buy |
+5,247
| New | +$332K | 0.23% | 193 |
|