StoneX Group’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 | $1.74M | Sell |
|
|||||
|
2025
Q1 | $1.59M | Buy |
|
|||||
|
2024
Q4 | $1.3M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $712K | Buy |
|
|||||
|
2023
Q4 | $476K | Buy |
|
|||||
|
2023
Q3 | $316K | Buy |
|
|||||
|
2023
Q2 | $304K | Buy |
|
|||||
|
2023
Q1 | $254K | Buy |
|
|||||
|
2022
Q4 | $235K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $407K | Buy |
|
|||||
|
2022
Q1 | $220K | Sell |
|
|||||
|
2021
Q4 | $292K | Buy |
|