SOL 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
Q2 | $4.44M | Sell |
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|
2025
Q1 | $3.84M | Buy |
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|
2024
Q4 | $3.62M | Sell |
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|
2024
Q3 | $3.57M | Buy |
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|
2024
Q2 | $4.04M | Sell |
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|
2024
Q1 | $3.97M | Sell |
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|
2023
Q4 | $3.78M | Buy |
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|
2023
Q3 | $2.71M | Buy |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $2.19M | Buy |
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|
2022
Q4 | $3.44M | Hold |
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|
2022
Q3 | $2.97M | Hold |
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|
2022
Q2 | $2.61M | Hold |
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|
2022
Q1 | $3.48M | Sell |
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|
2021
Q4 | $3.57M | Sell |
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|
2021
Q3 | $3.12M | Sell |
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|
2021
Q2 | $3.19M | Sell |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $1.34M | Hold |
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|
2020
Q1 | $1.34M | Hold |
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|
2019
Q4 | $1.89M | Buy |
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|
2019
Q3 | $1.63M | Buy |
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|
2019
Q2 | $1.46M | Buy |
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|
2019
Q1 | $1.53M | Sell |
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|
2018
Q4 | $1.49M | Hold |
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|
2018
Q3 | $1.77M | Hold |
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|
2018
Q2 | $1.84M | Sell |
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|
2018
Q1 | $1.92M | Sell |
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|
2017
Q4 | $1.96M | Sell |
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|
2017
Q3 | $1.96M | Sell |
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|
2017
Q2 | $1.93M | Sell |
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|
2017
Q1 | $1.85M | Sell |
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|
2016
Q4 | $1.8M | Sell |
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|
2016
Q3 | $1.47M | Hold |
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|
2016
Q2 | $1.18M | Hold |
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|
2016
Q1 | $1.3M | Hold |
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|
2015
Q4 | $1.53M | Sell |
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|
2015
Q3 | $1.37M | Hold |
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|
2015
Q2 | $1.56M | Hold |
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|
2015
Q1 | $1.46M | Sell |
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|
2014
Q4 | $1.47M | Sell |
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|
2014
Q3 | $1.45M | Sell |
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|
2014
Q2 | $1.38M | Sell |
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|
2014
Q1 | $1.4M | Sell |
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|
2013
Q4 | $1.38M | Sell |
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|
2013
Q3 | $1.17M | Sell |
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|
2013
Q2 | $1.24M | Buy |
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