Pettyjohn Wood & White’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 | $2.26M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $983K | Buy |
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|
2022
Q4 | $1.46M | Hold |
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|
2022
Q3 | $1.26M | Hold |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $873K | Sell |
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|
2020
Q3 | $650K | Sell |
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|
2020
Q2 | $798K | Sell |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.23M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $1.19M | Buy |
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|
2018
Q2 | $381K | Buy |
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|
2018
Q1 | $222K | Buy |
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