Accuvest Global Advisors’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 | $359K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $528K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $263K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $375K | Buy |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Sell |
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|
2017
Q3 | $5K | Sell |
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|
2017
Q2 | $532K | Buy |
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|
2017
Q1 | $436K | Buy |
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