Wilson & Boucher 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 | $1.47M | Sell |
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|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.26M | Hold |
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|
2023
Q2 | $1.3M | Hold |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $1.46M | Sell |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $2.18M | Buy |
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