Redmond 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 | $8.73M | Sell |
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|
2025
Q1 | $7.67M | Sell |
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|
2024
Q4 | $7.31M | Sell |
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|
2024
Q3 | $6.8M | Sell |
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|
2024
Q2 | $7.86M | Sell |
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|
2024
Q1 | $7.99M | Sell |
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|
2023
Q4 | $8.01M | Buy |
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|
2023
Q3 | $6.32M | Buy |
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|
2023
Q2 | $6.14M | Buy |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $2.18M | Sell |
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|
2022
Q3 | $1.89M | Sell |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $2.37M | Sell |
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|
2021
Q4 | $2.47M | Sell |
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|
2021
Q3 | $2.57M | Sell |
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|
2021
Q2 | $2.62M | Sell |
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|
2021
Q1 | $2.38M | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.62M | Buy |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $2.24M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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