Addison 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
Q2 | $498K | Sell |
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|
2025
Q1 | $429K | Buy |
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|
2024
Q4 | $404K | Hold |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $403K | Sell |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $461K | Buy |
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|
2021
Q3 | $397K | Hold |
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|
2021
Q2 | $397K | Buy |
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|
2020
Q4 | $291K | Buy |
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