Wisconsin 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
Q2 | $319K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $4.1M | Buy |
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|
2023
Q1 | $3.38M | Buy |
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|
2022
Q4 | $333K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $261K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $992K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.83M | Buy |
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|
2014
Q4 | $394K | Sell |
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|
2014
Q3 | $1.01M | Sell |
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|
2014
Q2 | $2.91M | Sell |
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|
2014
Q1 | $3.19M | Sell |
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|
2013
Q4 | $3.33M | Sell |
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|
2013
Q3 | $2.89M | Sell |
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|
2013
Q2 | $2.92M | Buy |
|