Raab & Moskowitz Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
3,494
-4,773
| -58% | -$435K | 0.08% | 162 |
|
|
2025
Q1 | $647K | Buy |
8,267
+66
| +0.8% | +$5.17K | 0.16% | 109 |
|
|
2024
Q4 | $607K | Buy |
+8,201
| New | +$607K | 0.15% | 110 |
|
|
2023
Q1 | – | Sell |
-2,467
| Closed | -$205K | – | 165 |
|
|
2022
Q4 | $205K | Buy |
+2,467
| New | +$205K | 0.08% | 150 |
|
|
2022
Q2 | – | Sell |
-2,467
| Closed | -$207K | – | 165 |
|
|
2022
Q1 | $207K | Hold |
2,467
| – | – | 0.07% | 160 |
|
|
2021
Q4 | $207K | Buy |
+2,467
| New | +$207K | 0.07% | 163 |
|
|
2020
Q1 | – | Sell |
-2,679
| Closed | -$127K | – | 437 |
|
|
2019
Q4 | $127K | Buy |
+2,679
| New | +$127K | 0.05% | 178 |
|
|
2018
Q4 | – | Sell |
-2,467
| Closed | -$121K | – | 437 |
|
|
2018
Q3 | $121K | Buy |
+2,467
| New | +$121K | 0.05% | 186 |
|
|
2015
Q1 | – | Sell |
-2,467
| Closed | -$74K | – | 322 |
|
|
2014
Q4 | $74K | Buy |
+2,467
| New | +$74K | 0.04% | 162 |
|