Raab & Moskowitz 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
Q2 | $319K | Sell |
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|
2025
Q1 | $647K | Buy |
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|
2024
Q4 | $607K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $127K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $121K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $74K | Buy |
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