Northcape Wealth 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 | $1.02M | Hold |
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|
2025
Q2 | $971K | Hold |
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|
2025
Q1 | $833K | Sell |
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|
2024
Q4 | $851K | Hold |
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|
2024
Q3 | $745K | Hold |
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|
2024
Q2 | $847K | Hold |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $790K | Hold |
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|
2023
Q3 | $630K | Hold |
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|
2023
Q2 | $651K | Hold |
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|
2023
Q1 | $601K | Buy |
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