Studio Investment Management’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 | $352K | Sell |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $278K | Buy |
|
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $737 | Sell |
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|
2023
Q1 | $16.6K | Sell |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $412K | Sell |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $512K | Sell |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $426K | Buy |
|