TAGStone Capital’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 | $651K | Buy |
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|
2025
Q1 | $522K | Sell |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $442K | Buy |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $518K | Buy |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $517K | Buy |
|