Tompkins Financial’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
Q3 | $280K | Sell |
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|
2025
Q2 | $322K | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $394K | Hold |
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|
2022
Q1 | $526K | Hold |
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|
2021
Q4 | $524K | Hold |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q1 | $406K | Hold |
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|
2020
Q4 | $331K | Hold |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $282K | Hold |
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|
2020
Q1 | $281K | Hold |
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|
2019
Q4 | $398K | Sell |
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|
2019
Q3 | $358K | Sell |
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|
2019
Q2 | $364K | Sell |
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|
2019
Q1 | $411K | Hold |
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|
2018
Q4 | $399K | Hold |
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|
2018
Q3 | $473K | Hold |
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|
2018
Q2 | $491K | Sell |
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|
2018
Q1 | $507K | Sell |
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|
2017
Q4 | $505K | Hold |
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|
2017
Q3 | $430K | Buy |
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|
2017
Q2 | $8K | Buy |
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|
2017
Q1 | $5K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $38K | Hold |
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|
2016
Q1 | $42K | Sell |
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|
2015
Q4 | $178K | Buy |
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|
2015
Q3 | $114K | Buy |
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|
2015
Q2 | $94K | Hold |
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|
2015
Q1 | $87K | Sell |
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|
2014
Q4 | $107K | Sell |
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|
2014
Q3 | $113K | Hold |
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|
2014
Q2 | $104K | Hold |
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|
2014
Q1 | $105K | Buy |
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|
2013
Q4 | $77K | Hold |
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|
2013
Q3 | $63K | Buy |
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|
2013
Q2 | $50K | Buy |
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