Schwerin Boyle Capital Management’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
Q1 | – | Sell |
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|
2024
Q4 | $5.11M | Sell |
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|
2024
Q3 | $4.58M | Sell |
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|
2024
Q2 | $5.86M | Sell |
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|
2024
Q1 | $5.77M | Sell |
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|
2023
Q4 | $5.51M | Sell |
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|
2023
Q3 | $4.41M | Sell |
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|
2023
Q2 | $6.7M | Hold |
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|
2023
Q1 | $6.19M | Sell |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $9.13M | Sell |
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|
2022
Q2 | $8.06M | Hold |
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|
2022
Q1 | $10.8M | Sell |
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|
2021
Q4 | $10.8M | Hold |
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|
2021
Q3 | $9.34M | Hold |
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|
2021
Q2 | $9.34M | Hold |
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|
2021
Q1 | $8.36M | Sell |
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|
2020
Q4 | $6.96M | Sell |
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|
2020
Q3 | $4.84M | Sell |
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|
2020
Q2 | $4.69M | Sell |
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|
2020
Q1 | $4.72M | Sell |
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|
2019
Q4 | $6.7M | Hold |
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|
2019
Q3 | $5.89M | Buy |
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