Paradigm 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
Q2 | $1.32M | Sell |
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|
2025
Q1 | $3.78M | Hold |
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|
2024
Q4 | $3.58M | Buy |
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|
2024
Q3 | $988K | Hold |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $177K | Sell |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $181K | Hold |
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|
2023
Q2 | $187K | Sell |
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|
2023
Q1 | $650K | Hold |
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|
2022
Q4 | $1.03M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $395K | Hold |
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|
2020
Q2 | $368K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $94.1K | Hold |
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|
2019
Q2 | $90.4K | Buy |
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|
2019
Q1 | $32.1K | Sell |
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|
2018
Q4 | $89.3K | Sell |
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|
2018
Q3 | $187K | Buy |
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|
2018
Q2 | $184K | Hold |
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|
2018
Q1 | $188K | Hold |
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|
2017
Q4 | $185K | Sell |
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|
2017
Q3 | $195K | Hold |
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|
2017
Q2 | $191K | Buy |
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|
2017
Q1 | $173K | Buy |
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