AG
Advocate Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
118,355
-1,575
| -1% | -$144K | 1.93% | 11 |
|
|
2025
Q1 | $9.39M | Sell |
119,930
-1,236
| -1% | -$96.8K | 1.71% | 17 |
|
|
2024
Q4 | $8.97M | Sell |
121,166
-223
| -0.2% | -$16.5K | 1.69% | 17 |
|
|
2024
Q3 | $7.87M | Buy |
121,389
+2,394
| +2% | +$155K | 1.43% | 29 |
|
|
2024
Q2 | $8.77M | Buy |
118,995
+979
| +0.8% | +$72.1K | 1.77% | 15 |
|
|
2024
Q1 | $8.54M | Buy |
118,016
+2,200
| +2% | +$159K | 1.7% | 16 |
|
|
2023
Q4 | $7.97M | Buy |
115,816
+4,134
| +4% | +$284K | 1.71% | 12 |
|
|
2023
Q3 | $6.13M | Buy |
111,682
+13,243
| +13% | +$727K | 1.42% | 24 |
|
|
2023
Q2 | $5.58M | Buy |
98,439
+29,448
| +43% | +$1.67M | 1.23% | 33 |
|
|
2023
Q1 | $3.61M | Buy |
68,991
+956
| +1% | +$50.1K | 0.79% | 52 |
|
|
2022
Q4 | $5.66M | Buy |
68,035
+5,268
| +8% | +$439K | 1.22% | 33 |
|
|
2022
Q3 | $4.51M | Buy |
62,767
+712
| +1% | +$51.2K | 1.12% | 37 |
|
|
2022
Q2 | $3.92M | Buy |
+62,055
| New | +$3.92M | 0.91% | 44 |
|