TOBAM’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 | – | Sell |
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|
2025
Q1 | $19K | Sell |
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|
2024
Q4 | $185K | Sell |
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|
2024
Q3 | $237K | Buy |
|
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $473K | Hold |
|
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $450K | Hold |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $143K | Buy |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $3.7M | Sell |
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|
2021
Q3 | $7.09M | Sell |
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|
2021
Q2 | $9.36M | Sell |
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|
2021
Q1 | $9.58M | Buy |
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|
2020
Q4 | $7.44M | Buy |
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|
2020
Q3 | $144K | Buy |
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