Regatta Capital Group’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
Q3 | $845K | Sell |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $751K | Buy |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $703K | Buy |
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|
2024
Q1 | $686K | Buy |
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|
2023
Q4 | $644K | Sell |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $539K | Hold |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $366K | Hold |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $395K | Buy |
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