Westside Investment 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 | $96K | Buy |
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|
2025
Q2 | $62.8K | Buy |
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|
2025
Q1 | $27.4K | Buy |
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|
2024
Q4 | $14.8K | Hold |
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|
2024
Q3 | $13K | Sell |
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|
2024
Q2 | $16.6K | Hold |
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|
2024
Q1 | $16.3K | Hold |
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|
2023
Q4 | $15.5K | Buy |
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|
2023
Q3 | $1.37K | Hold |
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|
2023
Q2 | $1.42K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $18.1K | Hold |
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|
2018
Q2 | $18.7K | Sell |
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|
2018
Q1 | $20.7K | Sell |
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|
2017
Q4 | $23.9K | Sell |
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|
2017
Q3 | $23.1K | Sell |
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|
2017
Q2 | $62.6K | Buy |
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|
2017
Q1 | $19.6K | Sell |
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|
2016
Q4 | $24.3K | Buy |
|