Shelton 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
Q3 | $9.27M | Sell |
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|
2025
Q2 | $9.95M | Buy |
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|
2025
Q1 | $8.08M | Buy |
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|
2024
Q4 | $6.73M | Buy |
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|
2024
Q3 | $5.02M | Sell |
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|
2024
Q2 | $5.72M | Hold |
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|
2024
Q1 | $5.61M | Hold |
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|
2023
Q4 | $5.34M | Sell |
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|
2023
Q3 | $5.96M | Sell |
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|
2023
Q2 | $7.07M | Sell |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $6.33M | Sell |
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|
2022
Q3 | $14.1M | Buy |
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|
2022
Q2 | $9.62M | Buy |
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|
2022
Q1 | $11.2M | Sell |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $9.47M | Buy |
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|
2021
Q2 | $7.84M | Sell |
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|
2021
Q1 | $9.22M | Buy |
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|
2020
Q4 | $470K | Hold |
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|
2020
Q3 | $321K | Hold |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $391K | Sell |
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|
2019
Q3 | $390K | Hold |
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|
2019
Q2 | $374K | Buy |
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|
2019
Q1 | $9.32K | Sell |
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|
2018
Q4 | $391K | Buy |
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|
2018
Q3 | $458K | Hold |
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|
2018
Q2 | $476K | Hold |
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|
2018
Q1 | $487K | Hold |
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|
2017
Q4 | $479K | Hold |
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|
2017
Q3 | $408K | Hold |
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|
2017
Q2 | $400K | Hold |
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|
2017
Q1 | $380K | Buy |
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|
2016
Q4 | $303K | Buy |
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|
2016
Q3 | $230K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $239K | Hold |
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|
2015
Q4 | $281K | Buy |
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|
2015
Q3 | $208K | Hold |
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|
2015
Q2 | $237K | Hold |
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|
2015
Q1 | $221K | Hold |
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|
2014
Q4 | $220K | Hold |
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|
2014
Q3 | $214K | Buy |
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