Verity Asset 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 | $656K | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $408K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $297K | Buy |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $254K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $205K | Buy |
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