Novare 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
Q3 | $1.1M | Hold |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $926K | Buy |
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|
2024
Q4 | $832K | Sell |
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|
2024
Q3 | $876K | Buy |
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|
2024
Q2 | $850K | Sell |
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|
2024
Q1 | $853K | Buy |
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|
2023
Q4 | $778K | Sell |
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|
2023
Q3 | $719K | Sell |
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|
2023
Q2 | $783K | Buy |
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|
2023
Q1 | $253K | Buy |
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