Ramsay Stattman Vela & Price’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 | $1.1M | Buy |
|
|||||
|
2025
Q1 | $915K | Buy |
|
|||||
|
2024
Q4 | $823K | Buy |
|
|||||
|
2024
Q3 | $608K | Buy |
|
|||||
|
2024
Q2 | $645K | Buy |
|
|||||
|
2024
Q1 | $575K | Buy |
|
|||||
|
2023
Q4 | $509K | Hold |
|
|||||
|
2023
Q3 | $406K | Sell |
|
|||||
|
2023
Q2 | $1.87M | Sell |
|
|||||
|
2023
Q1 | $1.74M | Buy |
|
|||||
|
2022
Q4 | $2.53M | Buy |
|