SJS Investment Consulting’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
Q2 | $956K | Sell |
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|
2025
Q1 | $825K | Sell |
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|
2024
Q4 | $801K | Buy |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $41K | Hold |
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|
2024
Q1 | $40.2K | Hold |
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|
2023
Q4 | $38.3K | Buy |
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|
2023
Q3 | $30.3K | Buy |
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|
2023
Q2 | $31.1K | Buy |
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|
2023
Q1 | $2.15K | Sell |
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|
2022
Q4 | $6K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q1 | $1K | Buy |
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