Steel Grove Capital Advisors’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 | $285K | Hold |
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|
2025
Q2 | $285K | Hold |
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|
2025
Q1 | $244K | Sell |
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|
2024
Q4 | $507K | Hold |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $505K | Sell |
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|
2024
Q1 | $514K | Buy |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $270K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $866K | Hold |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $1.07M | Hold |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.14M | Hold |
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|
2017
Q3 | $974K | Buy |
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|
2017
Q2 | $460K | Buy |
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|
2017
Q1 | $360K | Sell |
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|
2016
Q4 | $427K | Buy |
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