Summitry LLC’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 | $85M | Sell |
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|
2025
Q1 | $80.6M | Buy |
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|
2024
Q4 | $75.2M | Buy |
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|
2024
Q3 | $65.2M | Buy |
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|
2024
Q2 | $71.5M | Buy |
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|
2024
Q1 | $69.8M | Buy |
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|
2023
Q4 | $64.3M | Buy |
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|
2023
Q3 | $50.8M | Buy |
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|
2023
Q2 | $51.7M | Buy |
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|
2023
Q1 | $45.4M | Buy |
|
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|
2022
Q4 | $46.4M | Sell |
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|
2022
Q3 | $41.1M | Sell |
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|
2022
Q2 | $36.6M | Sell |
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|
2022
Q1 | $50M | Sell |
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|
2021
Q4 | $51.6M | Buy |
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|
2021
Q3 | $44.5M | Buy |
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|
2021
Q2 | $43.7M | Sell |
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|
2021
Q1 | $47.3M | Sell |
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|
2020
Q4 | $43.5M | Sell |
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|
2020
Q3 | $29.9M | Buy |
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|
2020
Q2 | $27.7M | Buy |
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|
2020
Q1 | $27.4M | Buy |
|