Summit Asset 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 | $1.1M | Sell |
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|
2025
Q1 | $986K | Hold |
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|
2024
Q4 | $933K | Hold |
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|
2024
Q3 | $817K | Sell |
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|
2024
Q2 | $996K | Buy |
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|
2024
Q1 | $960K | Hold |
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|
2023
Q4 | $913K | Hold |
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|
2023
Q3 | $728K | Hold |
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|
2023
Q2 | $752K | Buy |
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|
2023
Q1 | $671K | Buy |
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|
2022
Q4 | $991K | Sell |
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|
2022
Q3 | $898K | Sell |
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|
2022
Q2 | $798K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $974K | Buy |
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|
2021
Q3 | $841K | Hold |
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|
2021
Q2 | $840K | Sell |
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|
2021
Q1 | $835K | Hold |
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|
2020
Q4 | $680K | Sell |
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|
2020
Q3 | $480K | Hold |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $476K | Buy |
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|
2019
Q4 | $659K | Sell |
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|
2019
Q3 | $621K | Sell |
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|
2019
Q2 | $637K | Hold |
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|
2019
Q1 | $678K | Buy |
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|
2018
Q4 | $515K | Buy |
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|
2018
Q3 | $603K | Hold |
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|
2018
Q2 | $627K | Buy |
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|
2018
Q1 | $639K | Hold |
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|
2017
Q4 | $628K | Hold |
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|
2017
Q3 | $535K | Buy |
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|
2017
Q2 | $522K | Buy |
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|
2017
Q1 | $493K | Hold |
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|
2016
Q4 | $477K | Hold |
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|
2016
Q3 | $382K | Hold |
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|
2016
Q2 | $306K | Buy |
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|
2016
Q1 | $319K | Hold |
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|
2015
Q4 | $375K | Hold |
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|
2015
Q3 | $326K | Hold |
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|
2015
Q2 | $372K | Hold |
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|
2015
Q1 | $347K | Hold |
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|
2014
Q4 | $344K | Sell |
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|
2014
Q3 | $409K | Buy |
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|
2014
Q2 | $375K | Buy |
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|
2014
Q1 | $380K | Buy |
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|
2013
Q4 | $362K | Buy |
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|
2013
Q3 | $294K | Buy |
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|
2013
Q2 | $295K | Buy |
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