Uncommon Cents Investing’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 | $1.37M | Buy |
|
|||||
|
2025
Q2 | $1.31M | Hold |
|
|||||
|
2025
Q1 | $1.13M | Hold |
|
|||||
|
2024
Q4 | $1.06M | Sell |
|
|||||
|
2024
Q3 | $943K | Hold |
|
|||||
|
2024
Q2 | $1.07M | Sell |
|
|||||
|
2024
Q1 | $1.08M | Hold |
|
|||||
|
2023
Q4 | $1.02M | Buy |
|
|||||
|
2023
Q3 | $807K | Hold |
|
|||||
|
2023
Q2 | $833K | Hold |
|
|||||
|
2023
Q1 | $770K | Buy |
|
|||||
|
2022
Q4 | $1.22M | Hold |
|
|||||
|
2022
Q3 | $1.05M | Hold |
|
|||||
|
2022
Q2 | $922K | Hold |
|
|||||
|
2022
Q1 | $1.23M | Hold |
|
|||||
|
2021
Q4 | $1.23M | Hold |
|
|||||
|
2021
Q3 | $1.06M | Hold |
|
|||||
|
2021
Q2 | $1.06M | Hold |
|
|||||
|
2021
Q1 | $951K | Hold |
|
|||||
|
2020
Q4 | $774K | Hold |
|
|||||
|
2020
Q3 | $529K | Hold |
|
|||||
|
2020
Q2 | $493K | Hold |
|
|||||
|
2020
Q1 | $491K | Hold |
|
|||||
|
2019
Q4 | $694K | Sell |
|
|||||
|
2019
Q3 | $629K | Hold |
|
|||||
|
2019
Q2 | $605K | Hold |
|
|||||
|
2019
Q1 | $643K | Hold |
|
|||||
|
2018
Q4 | $625K | Buy |
|
|||||
|
2018
Q3 | $725K | Hold |
|
|||||
|
2018
Q2 | $754K | Hold |
|
|||||
|
2018
Q1 | $770K | Buy |
|
|||||
|
2017
Q4 | $697K | Buy |
|