Ritholtz Wealth 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
Q3 | $2.51M | Buy |
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|
2025
Q2 | $2.2M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $746K | Buy |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $877K | Sell |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $420K | Buy |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $211K | Buy |
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