Sadoff Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $50.3M | Sell |
700,377
-14,452
| -2% | -$1.04M | 3.92% | 7 |
|
|
2022
Q2 | $45.2M | Sell |
714,829
-3,383
| -0.5% | -$214K | 3.39% | 9 |
|
|
2022
Q1 | $60.6M | Sell |
718,212
-105,650
| -13% | -$8.91M | 3.84% | 9 |
|
|
2021
Q4 | $69.3M | Sell |
823,862
-6,368
| -0.8% | -$536K | 4.06% | 8 |
|
|
2021
Q3 | $60.5M | Sell |
830,230
-15,375
| -2% | -$1.12M | 4.09% | 6 |
|
|
2021
Q2 | $61.6M | Sell |
845,605
-5,825
| -0.7% | -$424K | 4.11% | 7 |
|
|
2021
Q1 | $55.5M | Buy |
851,430
+915
| +0.1% | +$59.6K | 3.89% | 9 |
|
|
2020
Q4 | $45.1M | Buy |
850,515
+12,246
| +1% | +$650K | 3.54% | 12 |
|
|
2020
Q3 | $30.4M | Sell |
838,269
-39,700
| -5% | -$1.44M | 2.69% | 16 |
|
|
2020
Q2 | $29.6M | Buy |
877,969
+85
| +0% | +$2.87K | 2.66% | 18 |
|
|
2020
Q1 | $29.5M | Sell |
877,884
-31,710
| -3% | -$1.07M | 3.34% | 12 |
|
|
2019
Q4 | $43.3M | Sell |
909,594
-716
| -0.1% | -$34.1K | 3.4% | 14 |
|
|
2019
Q3 | $38.1M | Sell |
910,310
-10,025
| -1% | -$419K | 3.18% | 12 |
|
|
2019
Q2 | $37M | Buy |
920,335
+7,557
| +0.8% | +$304K | 3.06% | 14 |
|
|
2019
Q1 | $39M | Sell |
912,778
-267
| -0% | -$11.4K | 3.35% | 11 |
|
|
2018
Q4 | $37.9M | Sell |
913,045
-6,050
| -0.7% | -$251K | 3.71% | 9 |
|
|
2018
Q3 | $45.2M | Sell |
919,095
-3,325
| -0.4% | -$163K | 3.9% | 9 |
|
|
2018
Q2 | $47.1M | Sell |
922,420
-1,525
| -0.2% | -$77.9K | 4.07% | 6 |
|
|
2018
Q1 | $48.2M | Buy |
923,945
+5,250
| +0.6% | +$274K | 4.07% | 5 |
|
|
2017
Q4 | $47.2M | Buy |
918,695
+1,500
| +0.2% | +$77.1K | 3.85% | 4 |
|
|
2017
Q3 | $40.1M | Buy |
917,195
+9,800
| +1% | +$429K | 3.58% | 8 |
|
|
2017
Q2 | $39M | Buy |
907,395
+5,950
| +0.7% | +$256K | 3.7% | 8 |
|
|
2017
Q1 | $36.8M | Buy |
+901,445
| New | +$36.8M | 3.52% | 8 |
|