Advisor Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.8M | Sell |
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|
2022
Q1 | $2.48M | Buy |
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|
2021
Q4 | $2.35M | Buy |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $725K | Sell |
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|
2020
Q2 | $682K | Sell |
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|
2020
Q1 | $712K | Sell |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $916K | Sell |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $1.3M | Sell |
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|
2018
Q4 | $1.29M | Buy |
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|
2018
Q3 | $1.41M | Buy |
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|
2018
Q2 | $1.46M | Buy |
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|
2018
Q1 | $1.41M | Buy |
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|
2017
Q4 | $1.43M | Buy |
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|
2017
Q3 | $931K | Buy |
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|
2017
Q2 | $909K | Buy |
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|
2017
Q1 | $781K | Buy |
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|
2016
Q4 | $725K | Buy |
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|
2016
Q3 | $455K | Buy |
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|
2016
Q2 | $295K | Buy |
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|
2016
Q1 | $320K | Buy |
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|
2015
Q4 | $295K | Buy |
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|
2015
Q3 | $236K | Sell |
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|
2015
Q2 | $370K | Buy |
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|
2015
Q1 | $298K | Buy |
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|
2014
Q4 | $227K | Buy |
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|
2014
Q3 | $218K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $217K | Buy |
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