Whitener 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 | $1.76M | Buy |
|
|||||
|
2025
Q2 | $1.66M | Buy |
|
|||||
|
2025
Q1 | $1.39M | Buy |
|
|||||
|
2024
Q4 | $853K | Buy |
|
|||||
|
2024
Q3 | $703K | Buy |
|
|||||
|
2024
Q2 | $636K | Sell |
|
|||||
|
2024
Q1 | $629K | Buy |
|
|||||
|
2023
Q4 | $409K | Buy |
|
|||||
|
2023
Q3 | $224K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $62K | Hold |
|
|||||
|
2019
Q2 | $60K | Buy |
|
|||||
|
2019
Q1 | $55K | Buy |
|
|||||
|
2018
Q4 | $12K | Hold |
|
|||||
|
2018
Q3 | $14K | Buy |
|