Accurate 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 | $519K | Buy |
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|
2025
Q2 | $515K | Buy |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q4 | $250K | Buy |
|
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|
2024
Q3 | $245K | Buy |
|
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|
2024
Q2 | $245K | Buy |
|
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $243K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $100K | Buy |
|