Stonnington 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
2023
Q1
$657K Sell
2022
Q4
$1.25M Buy
2022
Q3
$519K Sell
2022
Q2
$806K Buy
2022
Q1
$926K Sell
2021
Q4
$1.96M Buy
2021
Q3
$557K Hold
2021
Q2
$489K Hold
2021
Q1
$498K Buy