Traynor Capital 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
         Q3  | $646K | Sell | 
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| 
        
          
      
        2025
         Q2  | $649K | Buy | 
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| 
        
          
      
        2025
         Q1  | $549K | Sell | 
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| 
        
          
      
        2024
         Q4  | $541K | Buy | 
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| 
        
          
      
        2024
         Q3  | $471K | Sell | 
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| 
        
          
      
        2024
         Q2  | $594K | Sell | 
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| 
        
          
      
        2024
         Q1  | $615K | Sell | 
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| 
        
          
      
        2023
         Q4  | $629K | Buy | 
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| 
        
          
      
        2023
         Q3  | $494K | Buy | 
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| 
        
          
      
        2023
         Q2  | $503K | Buy | 
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| 
        
          
      
        2023
         Q1  | $320K | Buy | 
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| 
        
          
      
        2022
         Q4  | $449K | Sell | 
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| 
        
          
      
        2022
         Q3  | $410K | Buy | 
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| 
        
          
      
        2022
         Q2  | $340K | Buy | 
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| 
        
          
      
        2022
         Q1  | $451K | Sell | 
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| 
        
          
      
        2021
         Q4  | $454K | Buy | 
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| 
        
          
      
        2021
         Q3  | $393K | Buy | 
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| 
        
          
      
        2021
         Q2  | $297K | Buy | 
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| 
        
          
      
        2021
         Q1  | $266K | Buy | 
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| 
        
          
      
        2020
         Q4  | $216K | Buy | 
         | 
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| 
        
          
      
        2020
         Q1  | – | Sell | 
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| 
        
          
      
        2019
         Q4  | $270K | Buy | 
         | 
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| 
        
          
      
        2019
         Q3  | $237K | Sell | 
         | 
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| 
        
          
      
        2019
         Q2  | $246K | Sell | 
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| 
        
          
      
        2019
         Q1  | $263K | Sell | 
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| 
        
          
      
        2018
         Q4  | $267K | Buy | 
         | 
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| 
        
          
      
        2018
         Q3  | $315K | Buy | 
         | 
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| 
        
          
      
        2018
         Q2  | $329K | Buy | 
         | 
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| 
        
          
      
        2018
         Q1  | $335K | Buy | 
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| 
        
          
      
        2017
         Q4  | $329K | Sell | 
         | 
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| 
        
          
      
        2017
         Q3  | $286K | Sell | 
         | 
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| 
        
          
      
        2017
         Q2  | $279K | Buy | 
         | 
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| 
        
          
      
        2017
         Q1  | $255K | Sell | 
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| 
        
          
      
        2016
         Q4  | $650K | Sell | 
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| 
        
          
      
        2016
         Q3  | $525K | Buy | 
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| 
        
          
      
        2016
         Q2  | $351K | Buy | 
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| 
        
          
      
        2016
         Q1  | $376K | Buy | 
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| 
        
          
      
        2015
         Q4  | $381K | Buy | 
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| 
        
          
      
        2015
         Q3  | $306K | Buy | 
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| 
        
          
      
        2015
         Q2  | $271K | Buy | 
         |