ZWJ Investment Counsel’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 | $228K | Buy |
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|
2025
Q2 | $208K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $508K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $805K | Hold |
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|
2017
Q2 | $791K | Buy |
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|
2017
Q1 | $387K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $207K | Sell |
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|
2014
Q4 | $213K | Buy |
|