Stokes Family Office’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 | $658K | Sell |
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|
2025
Q1 | $591K | Sell |
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|
2024
Q4 | $576K | Sell |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $604K | Hold |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $738K | Buy |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $977K | Sell |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $838K | Sell |
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|
2020
Q2 | $988K | Sell |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.03M | Buy |
|