Yorktown Management & Research Company’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $301K | Sell |
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|
2021
Q3 | $308K | Hold |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $275K | Sell |
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|
2020
Q4 | $570K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $329K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $245K | Hold |
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|
2018
Q3 | $290K | Buy |
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|
2018
Q2 | $230K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $215K | Hold |
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|
2017
Q1 | $204K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $278K | Hold |
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|
2015
Q2 | $318K | Hold |
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|
2015
Q1 | $297K | Hold |
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|
2014
Q4 | $294K | Buy |
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