Watchman Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.56M | Buy |
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|
2024
Q1 | $4.45M | Buy |
|
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|
2023
Q4 | $4.2M | Buy |
|
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|
2023
Q3 | $3.1M | Buy |
|
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|
2023
Q2 | $2.13M | Sell |
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|
2023
Q1 | $1.98M | Sell |
|
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|
2022
Q4 | $3.16M | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $3.01M | Sell |
|
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|
2021
Q3 | $2.63M | Sell |
|
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|
2021
Q2 | $2.74M | Sell |
|
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|
2021
Q1 | $2.5M | Sell |
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|
2020
Q4 | $2.04M | Buy |
|
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $1.06M | Sell |
|
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.8M | Buy |
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