Advisornet Financial’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 | $61.2K | Sell |
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|
2025
Q2 | $84.6K | Sell |
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|
2025
Q1 | $75.7K | Buy |
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|
2024
Q4 | $60.7K | Sell |
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|
2024
Q3 | $58.6K | Buy |
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|
2024
Q2 | $66.5K | Hold |
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|
2024
Q1 | $65.3K | Buy |
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|
2023
Q4 | $59.5K | Sell |
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|
2023
Q3 | $62.8K | Sell |
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|
2023
Q2 | $532K | Buy |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $62K | Buy |
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|
2022
Q3 | $45K | Buy |
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|
2022
Q2 | $36K | Sell |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $44K | Sell |
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|
2021
Q2 | $54K | Buy |
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|
2021
Q1 | $48K | Buy |
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|
2020
Q4 | $39K | Buy |
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|
2020
Q3 | $25K | Buy |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $24K | Sell |
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|
2019
Q4 | $63K | Buy |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $47K | Hold |
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|
2019
Q1 | $50K | Buy |
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|
2018
Q4 | $38K | Sell |
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|
2018
Q3 | $54K | Buy |
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|
2018
Q2 | $53K | Sell |
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|
2018
Q1 | $173K | Sell |
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|
2017
Q4 | $179K | Buy |
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