SignatureFD’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 | $2.85M | Buy |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.18M | Buy |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $925K | Sell |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $955K | Buy |
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|
2021
Q1 | $827K | Buy |
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|
2020
Q4 | $469K | Buy |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $377K | Buy |
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|
2019
Q3 | $280K | Sell |
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|
2019
Q2 | $350K | Sell |
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|
2019
Q1 | $406K | Buy |
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|
2018
Q4 | $380K | Buy |
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|
2018
Q3 | $438K | Buy |
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|
2018
Q2 | $453K | Buy |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $264K | Buy |
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|
2017
Q3 | $207K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $112K | Buy |
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|
2016
Q2 | $56K | Buy |
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|
2016
Q1 | $43K | Sell |
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|
2015
Q4 | $69K | Sell |
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|
2015
Q3 | $63K | Buy |
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|
2015
Q2 | $50K | Buy |
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|
2015
Q1 | $46K | Hold |
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|
2014
Q4 | $45K | Hold |
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|
2014
Q3 | $44K | Sell |
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|
2014
Q2 | $43K | Buy |
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|
2014
Q1 | $41K | Hold |
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|
2013
Q4 | $39K | Hold |
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|
2013
Q3 | $32K | Hold |
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|
2013
Q2 | $32K | Buy |
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