44 Wealth 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 | $1.01M | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $456K | Sell |
|
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|
2022
Q3 | $493K | Sell |
|
|||||
|
2022
Q2 | $542K | Buy |
|
|||||
|
2022
Q1 | $721K | Sell |
|
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|
2021
Q4 | $724K | Sell |
|
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|
2021
Q3 | $634K | Sell |
|
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|
2021
Q2 | $637K | Sell |
|
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|
2021
Q1 | $881K | Sell |
|
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|
2020
Q4 | $718K | Buy |
|