Abound 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
Q3 | $26.2K | Buy |
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|
2025
Q2 | $24.1K | Buy |
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|
2025
Q1 | $18.2K | Sell |
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|
2024
Q4 | $21K | Sell |
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|
2024
Q3 | $18.9K | Buy |
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|
2024
Q2 | $19K | Sell |
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|
2024
Q1 | $19.7K | Sell |
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|
2023
Q4 | $18.9K | Sell |
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|
2023
Q3 | $31.3K | Buy |
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|
2023
Q2 | $30.1K | Buy |
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|
2023
Q1 | $25.1K | Buy |
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|
2022
Q4 | $37.1K | Sell |
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|
2022
Q3 | $38.7K | Buy |
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