TCCM
Timber Creek Capital Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
104,181
-13,509
| -11% | -$1.3M | 2.56% | 11 |
|
|
2025
Q1 | $9.21M | Sell |
117,690
-233
| -0.2% | -$18.2K | 2.46% | 11 |
|
|
2024
Q4 | $8.73M | Buy |
117,923
+673
| +0.6% | +$49.8K | 2.52% | 12 |
|
|
2024
Q3 | $7.6M | Buy |
117,250
+2,212
| +2% | +$143K | 2.13% | 13 |
|
|
2024
Q2 | $8.48M | Buy |
115,038
+1,674
| +1% | +$123K | 2.56% | 11 |
|
|
2024
Q1 | $8.2M | Buy |
113,364
+2,182
| +2% | +$158K | 2.56% | 10 |
|
|
2023
Q4 | $7.65M | Sell |
111,182
-1,157
| -1% | -$79.6K | 2.61% | 12 |
|
|
2023
Q3 | $6.17M | Buy |
112,339
+10,298
| +10% | +$565K | 2.23% | 13 |
|
|
2023
Q2 | $5.78M | Buy |
102,041
+15,917
| +18% | +$902K | 1.99% | 18 |
|
|
2023
Q1 | $4.51M | Buy |
86,124
+11,259
| +15% | +$590K | 1.61% | 26 |
|
|
2022
Q4 | $6.23M | Sell |
74,865
-75
| -0.1% | -$6.24K | 2.36% | 11 |
|
|
2022
Q3 | $5.39M | Sell |
74,940
-66
| -0.1% | -$4.74K | 2.13% | 14 |
|
|
2022
Q2 | $4.74M | Sell |
75,006
-173
| -0.2% | -$10.9K | 1.57% | 28 |
|
|
2022
Q1 | $6.34M | Sell |
75,179
-12,630
| -14% | -$1.06M | 1.92% | 19 |
|
|
2021
Q4 | $7.38M | Buy |
87,809
+290
| +0.3% | +$24.4K | 2.2% | 17 |
|
|
2021
Q3 | $6.37M | Sell |
87,519
-18,966
| -18% | -$1.38M | 2.02% | 19 |
|
|
2021
Q2 | $7.75M | Sell |
106,485
-25,385
| -19% | -$1.85M | 2.52% | 14 |
|
|
2021
Q1 | $8.6M | Sell |
131,870
-4,510
| -3% | -$294K | 3.3% | 10 |
|
|
2020
Q4 | $7.23M | Buy |
136,380
+340
| +0.2% | +$18K | 3.21% | 11 |
|
|
2020
Q3 | $4.93M | Buy |
136,040
+615
| +0.5% | +$22.3K | 2.71% | 12 |
|
|
2020
Q2 | $4.57M | Buy |
135,425
+135,225
| +67,613% | +$4.56M | 2.86% | 11 |
|
|
2020
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 116 |
|
|
2019
Q4 | $9K | Hold |
200
| – | – | 0.01% | 117 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | 0.01% | 117 |
|
|
2019
Q2 | $8K | Buy |
+200
| New | +$8K | 0.01% | 115 |
|
|
2013
Q4 | – | Sell |
-70
| Closed | -$1K | – | 97 |
|
|
2013
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 118 |
|