Salem Investment Counselors’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 | $2.45M | Sell |
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|
2025
Q2 | $2.36M | Buy |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $1.7M | Hold |
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $648K | Buy |
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|
2022
Q4 | $943K | Sell |
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|
2022
Q3 | $816K | Buy |
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|
2022
Q2 | $673K | Buy |
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|
2022
Q1 | $795K | Hold |
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|
2021
Q4 | $793K | Hold |
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|
2021
Q3 | $687K | Hold |
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|
2021
Q2 | $687K | Hold |
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|
2021
Q1 | $615K | Buy |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $15K | Sell |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $45K | Sell |
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|
2019
Q4 | $90K | Buy |
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|
2019
Q3 | $40K | Hold |
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|
2019
Q2 | $39K | Sell |
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|
2019
Q1 | $4.47M | Buy |
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|
2018
Q4 | $3.72M | Sell |
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|
2018
Q3 | $4.47M | Buy |
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|
2018
Q2 | $4.64M | Buy |
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|
2018
Q1 | $86K | Sell |
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|
2017
Q4 | $5.3M | Sell |
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|
2017
Q3 | $4.55M | Hold |
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|
2017
Q2 | $4.46M | Buy |
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|
2017
Q1 | $4.14M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.59M | Buy |
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|
2016
Q1 | $2.86M | Buy |
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|
2015
Q4 | $2.39M | Buy |
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|
2015
Q3 | $1.46M | Buy |
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|
2015
Q2 | $663K | Buy |
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|
2015
Q1 | $603K | Buy |
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|
2014
Q4 | $583K | Buy |
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|
2014
Q3 | $538K | Hold |
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|
2014
Q2 | $493K | Hold |
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|
2014
Q1 | $500K | Buy |
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|
2013
Q4 | $349K | Hold |
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|
2013
Q3 | $283K | Buy |
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|
2013
Q2 | $263K | Buy |
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