Vaughan David Investments’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 | $2.85M | Sell |
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|
2025
Q2 | $3.02M | Sell |
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|
2025
Q1 | $2.9M | Sell |
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|
2024
Q4 | $3.73M | Sell |
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|
2024
Q3 | $3.61M | Sell |
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|
2024
Q2 | $4.92M | Sell |
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|
2024
Q1 | $40.4M | Buy |
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|
2023
Q4 | $38.5M | Buy |
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|
2023
Q3 | $30.4M | Buy |
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|
2023
Q2 | $30.5M | Buy |
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|
2023
Q1 | $27.3M | Buy |
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|
2022
Q4 | $42.9M | Buy |
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|
2022
Q3 | $36.9M | Buy |
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|
2022
Q2 | $32.2M | Buy |
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|
2022
Q1 | $40.6M | Buy |
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|
2021
Q4 | $40.4M | Buy |
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|
2021
Q3 | $34.7M | Sell |
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|
2021
Q2 | $35M | Buy |
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|
2021
Q1 | $30.5M | Sell |
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|
2020
Q4 | $24.9M | Buy |
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|
2020
Q3 | $16.7M | Buy |
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|
2020
Q2 | $15.3M | Buy |
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|
2020
Q1 | $14.8M | Buy |
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|
2019
Q4 | $20.2M | Buy |
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|
2019
Q3 | $17.6M | Buy |
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|
2019
Q2 | $16.3M | Buy |
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|
2019
Q1 | $16.3M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Hold |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $220K | Hold |
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|
2017
Q4 | $216K | Buy |
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