Talbot Financial’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
Q3 | $18.4M | Buy |
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|
2025
Q2 | $16.8M | Buy |
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|
2025
Q1 | $12.4M | Sell |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $10.6M | Buy |
|
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|
2024
Q2 | $11.3M | Buy |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $10M | Buy |
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|
2023
Q3 | $7.69M | Buy |
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|
2023
Q2 | $7.54M | Buy |
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|
2023
Q1 | $4.38M | Buy |
|