Telos Capital 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 | $496K | Sell |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $575K | Sell |
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|
2024
Q3 | $597K | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $217K | Buy |
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