Truvestments Capital’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 | $125K | Sell |
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|
2025
Q1 | $121K | Buy |
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|
2024
Q4 | $101K | Buy |
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|
2024
Q3 | $88.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $98.3K | Sell |
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|
2023
Q4 | $103K | Buy |
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|
2023
Q3 | $82K | Buy |
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|
2023
Q2 | $84.6K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $125K | Hold |
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|
2019
Q2 | $121K | Buy |
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|
2018
Q3 | $10K | Buy |
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