Mystic 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 | $1.1M | Hold |
|
|||||
|
2025
Q2 | $1.05M | Buy |
|
|||||
|
2025
Q1 | $891K | Buy |
|
|||||
|
2024
Q4 | $777K | Buy |
|
|||||
|
2024
Q3 | $645K | Buy |
|
|||||
|
2024
Q2 | $719K | Sell |
|
|||||
|
2024
Q1 | $710K | Buy |
|
|||||
|
2023
Q4 | $658K | Buy |
|
|||||
|
2023
Q3 | $251K | Buy |
|
|||||
|
2023
Q2 | $250K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $215K | Hold |
|
|||||
|
2022
Q1 | $288K | Hold |
|
|||||
|
2021
Q4 | $287K | Buy |
|