Savant 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 | $4.54M | Buy |
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|
2025
Q2 | $4.14M | Sell |
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|
2025
Q1 | $5.91M | Buy |
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|
2024
Q4 | $2.11M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $856K | Sell |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $455K | Sell |
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|
2021
Q3 | $671K | Buy |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $204K | Buy |
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