Texas Yale Capital Corp’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 | $2.25M | Sell |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1M | Hold |
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|
2023
Q2 | $1.04M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $278K | Hold |
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|
2019
Q3 | $244K | Hold |
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|
2019
Q2 | $235K | Buy |
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