Tortoise Investment Management’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 | $18.6K | Buy |
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|
2025
Q1 | $10.1K | Hold |
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|
2024
Q4 | $9.55K | Sell |
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|
2024
Q3 | $10.2K | Sell |
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|
2024
Q2 | $13.5K | Hold |
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|
2024
Q1 | $13.2K | Buy |
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|
2023
Q4 | $8.88K | Hold |
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|
2023
Q3 | $7.08K | Hold |
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|
2023
Q2 | $7.31K | Hold |
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|
2023
Q1 | $6.76K | Buy |
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|
2022
Q4 | $2.42K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $14K | Buy |
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