Rossmore Private Capital’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 | $2.64M | Hold |
|
|||||
|
2025
Q2 | $2.53M | Buy |
|
|||||
|
2025
Q1 | $2.17M | Buy |
|
|||||
|
2024
Q4 | $2.04M | Hold |
|
|||||
|
2024
Q3 | $1.79M | Hold |
|
|||||
|
2024
Q2 | $2.03M | Sell |
|
|||||
|
2024
Q1 | $2.01M | Buy |
|
|||||
|
2023
Q4 | $1.85M | Buy |
|
|||||
|
2023
Q3 | $1.31M | Sell |
|
|||||
|
2023
Q2 | $1.38M | Sell |
|
|||||
|
2023
Q1 | $1.28M | Buy |
|
|||||
|
2022
Q4 | $1.96M | Hold |
|
|||||
|
2022
Q3 | $1.69M | Hold |
|
|||||
|
2022
Q2 | $1.49M | Sell |
|
|||||
|
2022
Q1 | $2M | Buy |
|
|||||
|
2021
Q4 | $1.61M | Buy |
|
|||||
|
2021
Q3 | $1.35M | Sell |
|
|||||
|
2021
Q2 | $1.42M | Hold |
|
|||||
|
2021
Q1 | $1.27M | Buy |
|
|||||
|
2020
Q4 | $940K | Buy |
|
|||||
|
2020
Q3 | $447K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $8.07M | Hold |
|
|||||
|
2019
Q2 | $7.76M | Hold |
|
|||||
|
2019
Q1 | $8.25M | Hold |
|
|||||
|
2018
Q4 | $8.02M | Buy |
|
|||||
|
2018
Q3 | $7.52M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $10.2M | Sell |
|
|||||
|
2017
Q4 | $10.1M | Buy |
|