Advisor Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.47M | Sell |
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|
2019
Q3 | $5.84M | Buy |
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|
2019
Q2 | $4.83M | Buy |
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|
2019
Q1 | $4.49M | Buy |
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|
2018
Q4 | $3.2M | Buy |
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|
2018
Q3 | $3.3M | Buy |
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|
2018
Q2 | $2.5M | Sell |
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|
2018
Q1 | $2.63M | Sell |
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|
2017
Q4 | $2.69M | Buy |
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|
2017
Q3 | $2.1M | Buy |
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|
2017
Q2 | $1.93M | Buy |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $1.22M | Sell |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $787K | Buy |
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