Vestor 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 | $7.52M | Buy |
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|
2025
Q1 | $120K | Sell |
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|
2024
Q4 | $115K | Buy |
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|
2024
Q3 | $94K | Sell |
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|
2024
Q2 | $122K | Hold |
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|
2024
Q1 | $120K | Sell |
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|
2023
Q4 | $129K | Sell |
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|
2023
Q3 | $116K | Sell |
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|
2023
Q2 | $139K | Buy |
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|
2023
Q1 | $73K | Sell |
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|
2022
Q4 | $8.19M | Buy |
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|
2022
Q3 | $5.14M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $274K | Hold |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $280K | Buy |
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