Pointe 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 | $657K | Hold |
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|
2025
Q2 | $628K | Buy |
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|
2025
Q1 | $528K | Sell |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $555K | Sell |
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|
2024
Q1 | $614K | Buy |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $420K | Buy |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $383K | Hold |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $429K | Buy |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $287K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $267K | Sell |
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|
2019
Q3 | $236K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $211K | Buy |
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