Tealwood 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
Q3 | $2.23M | Sell |
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|
2025
Q2 | $2.25M | Sell |
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|
2025
Q1 | $1.98M | Sell |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.84M | Sell |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $953K | Buy |
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|
2023
Q1 | $870K | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.45M | Buy |
|