RSVP
Ramsay Stattman Vela & Price’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
12,107
+415
| +4% | +$37.9K | 0.21% | 58 |
|
|
2025
Q1 | $915K | Buy |
11,692
+570
| +5% | +$44.6K | 0.17% | 62 |
|
|
2024
Q4 | $823K | Buy |
11,122
+1,735
| +18% | +$128K | 0.15% | 62 |
|
|
2024
Q3 | $608K | Buy |
9,387
+635
| +7% | +$41.2K | 0.11% | 65 |
|
|
2024
Q2 | $645K | Buy |
8,752
+810
| +10% | +$59.7K | 0.12% | 65 |
|
|
2024
Q1 | $575K | Buy |
7,942
+540
| +7% | +$39.1K | 0.11% | 66 |
|
|
2023
Q4 | $509K | Hold |
7,402
| – | – | 0.1% | 67 |
|
|
2023
Q3 | $406K | Sell |
7,402
-25,598
| -78% | -$1.41M | 0.09% | 72 |
|
|
2023
Q2 | $1.87M | Sell |
33,000
-135
| -0.4% | -$7.65K | 0.38% | 51 |
|
|
2023
Q1 | $1.74M | Buy |
33,135
+2,775
| +9% | +$145K | 0.37% | 53 |
|
|
2022
Q4 | $2.53M | Buy |
+30,360
| New | +$2.53M | 0.57% | 42 |
|