Smith, Moore & Co’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 | $1.32M | Buy |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $1M | Buy |
|
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|
2024
Q1 | $901K | Sell |
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|
2023
Q4 | $927K | Sell |
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|
2023
Q3 | $772K | Sell |
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|
2023
Q2 | $832K | Buy |
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|
2023
Q1 | $763K | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $767K | Buy |
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|
2022
Q2 | $635K | Buy |
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|
2022
Q1 | $770K | Sell |
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|
2021
Q4 | $771K | Buy |
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|
2021
Q3 | $644K | Sell |
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|
2021
Q2 | $748K | Sell |
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|
2021
Q1 | $679K | Sell |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | $352K | Buy |
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|
2019
Q4 | $375K | Sell |
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|
2019
Q3 | $336K | Buy |
|