Virtue Capital 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
Q3 | $849K | Buy |
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|
2025
Q2 | $747K | Buy |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $335K | Buy |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $436K | Hold |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $633K | Buy |
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|
2019
Q3 | $446K | Buy |
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