Xponance’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 | $29.9M | Sell |
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|
2025
Q2 | $28.8M | Buy |
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|
2025
Q1 | $23.9M | Buy |
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|
2024
Q4 | $19.3M | Buy |
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|
2024
Q3 | $14.4M | Buy |
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|
2024
Q2 | $16.1M | Buy |
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|
2024
Q1 | $15M | Buy |
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|
2023
Q4 | $13.3M | Buy |
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|
2023
Q3 | $9.77M | Buy |
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|
2023
Q2 | $9.81M | Sell |
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|
2023
Q1 | $13.8M | Sell |
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|
2022
Q4 | $23.3M | Buy |
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|
2022
Q3 | $17.9M | Buy |
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|
2022
Q2 | $14.2M | Buy |
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|
2022
Q1 | $12.8M | Buy |
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|
2021
Q4 | $8.01M | Buy |
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|
2021
Q3 | $5.53M | Sell |
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|
2021
Q2 | $10M | Buy |
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|
2021
Q1 | $8.87M | Buy |
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|
2020
Q4 | $7.21M | Buy |
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|
2020
Q3 | $4.41M | Sell |
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|
2020
Q2 | $4.65M | Buy |
|