Skylands Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
14,700
-19,900
| -58% | -$1.82M | 0.19% | 93 |
|
|
2025
Q1 | $2.71M | Buy |
34,600
+4,250
| +14% | +$333K | 0.39% | 69 |
|
|
2024
Q4 | $2.25M | Sell |
30,350
-2,750
| -8% | -$204K | 0.31% | 72 |
|
|
2024
Q3 | $2.15M | Buy |
33,100
+19,100
| +136% | +$1.24M | 0.29% | 74 |
|
|
2024
Q2 | $1.03M | Sell |
14,000
-19,350
| -58% | -$1.43M | 0.15% | 98 |
|
|
2024
Q1 | $2.41M | Sell |
33,350
-5,000
| -13% | -$362K | 0.33% | 74 |
|
|
2023
Q4 | $2.64M | Sell |
38,350
-8,250
| -18% | -$568K | 0.39% | 62 |
|
|
2023
Q3 | $2.56M | Buy |
46,600
+20,850
| +81% | +$1.14M | 0.39% | 63 |
|
|
2023
Q2 | $1.46M | Buy |
25,750
+16,400
| +175% | +$930K | 0.21% | 84 |
|
|
2023
Q1 | $490K | Buy |
+9,350
| New | +$490K | 0.07% | 111 |
|