Sage Rhino 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 | $1.35M | Sell |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $915K | Buy |
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|
2024
Q2 | $975K | Buy |
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|
2024
Q1 | $947K | Buy |
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|
2023
Q4 | $831K | Sell |
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|
2023
Q3 | $665K | Buy |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $886K | Buy |
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|
2022
Q3 | $756K | Sell |
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|
2022
Q2 | $765K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $976K | Sell |
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|
2020
Q4 | $808K | Buy |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $425K | Sell |
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|
2020
Q1 | $463K | Buy |
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|
2019
Q4 | $640K | Buy |
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|
2019
Q3 | $462K | Buy |
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|
2019
Q2 | $414K | Buy |
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|
2019
Q1 | $423K | Buy |
|