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
2026 Q1	$2.33M	Sell	24,824 -291	-1%	-$28.5K	0.07%	180
2025 Q4	$2.51M	Hold	25,115	–	–	0.08%	168
2025 Q3	$2.4M	Buy	25,115 +400	+2%	+$38K	0.08%	168
2025 Q2	$2.25M	Sell	24,715 -784	-3%	-$65.6K	0.07%	172
2025 Q1	$2M	Buy	25,499 +609	+2%	+$47.8K	0.08%	185
2024 Q4	$1.84M	Buy	24,890 +4,090	+20%	+$306K	0.07%	193
2024 Q3	$1.35M	Sell	20,800 -950	-4%	-$62.4K	0.06%	228
2024 Q2	$1.6M	Sell	21,750 -300	-1%	-$22.2K	0.08%	204
2024 Q1	$1.6M	Buy	22,050 +2,801	+15%	+$184K	0.07%	206
2023 Q4	$1.32M	Buy	19,249 +949	+5%	+$54.8K	0.06%	214
2023 Q3	$1M	Hold	18,300	–	–	0.05%	229
2023 Q2	$1.04M	Buy	+18,300	New	+$958K	0.05%	238
2020 Q4	–	Sell	-6,841	Closed	-$248K	–	442
2020 Q3	$248K	Buy	+6,841	New	+$238K	0.02%	372
2020 Q1	–	Sell	-5,841	Closed	-$278K	–	437
2019 Q4	$278K	Hold	5,841	–	–	0.02%	400
2019 Q3	$244K	Hold	5,841	–	–	0.02%	410
2019 Q2	$235K	Buy	+5,841	New	+$255K	0.02%	421