Seneca House Advisors’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 | $5.4M | Sell |
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|
2025
Q2 | $5.53M | Sell |
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|
2025
Q1 | $5.53M | Sell |
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|
2024
Q4 | $5.24M | Sell |
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|
2024
Q3 | $5.13M | Sell |
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|
2024
Q2 | $5.86M | Sell |
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|
2024
Q1 | $6.14M | Buy |
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|
2023
Q4 | $5.81M | Buy |
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|
2023
Q3 | $4.28M | Buy |
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|
2023
Q2 | $3.95M | Buy |
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|
2023
Q1 | $2.94M | Buy |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $675K | Buy |
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|
2022
Q1 | $848K | Buy |
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|
2021
Q4 | $801K | Buy |
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|
2021
Q3 | $633K | Buy |
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