Princeton Global 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
Q3 | $26.6K | Hold |
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|
2025
Q2 | $25.5K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $11.8K | Sell |
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|
2024
Q1 | $12.7K | Sell |
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|
2023
Q4 | $22.3K | Buy |
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|
2023
Q3 | $17.7K | Buy |
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|
2023
Q2 | $18.3K | Buy |
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|
2023
Q1 | $16.8K | Hold |
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|
2022
Q4 | $27K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $27K | Hold |
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|
2020
Q1 | $28K | Buy |
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|
2019
Q4 | $31 | Buy |
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