Stableford Capital II’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 | $3.33M | Buy |
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|
2025
Q2 | $3.38M | Sell |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $837K | Hold |
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|
2023
Q2 | $1.05M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $792K | Buy |
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