MV Capital 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
Q2 | $136K | Buy |
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|
2025
Q1 | $114K | Buy |
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|
2024
Q4 | $107K | Sell |
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|
2024
Q3 | $94.3K | Sell |
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|
2024
Q2 | $115K | Buy |
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|
2024
Q1 | $105K | Sell |
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|
2023
Q4 | $100K | Buy |
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|
2023
Q3 | $77.8K | Buy |
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|
2023
Q2 | $76K | Buy |
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|
2023
Q1 | $17.6K | Sell |
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|
2022
Q4 | $71.9K | Buy |
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|
2022
Q3 | $54K | Buy |
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|
2022
Q2 | $34K | Sell |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q3 | $35K | Buy |
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|
2021
Q2 | $16K | Buy |
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|
2021
Q1 | $2K | Buy |
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