West Family 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
Q2 | $717K | Buy |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $424K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $397K | Buy |
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