QVR’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
Q4
$837K Buy
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$733K Buy
2022
Q1
$364K Buy
2021
Q4
Hold
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold