Advocate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
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|
2025
Q1 | $9.39M | Sell |
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|
2024
Q4 | $8.97M | Sell |
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|
2024
Q3 | $7.87M | Buy |
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|
2024
Q2 | $8.77M | Buy |
|
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|
2024
Q1 | $8.54M | Buy |
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|
2023
Q4 | $7.97M | Buy |
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|
2023
Q3 | $6.13M | Buy |
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|
2023
Q2 | $5.58M | Buy |
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|
2023
Q1 | $3.61M | Buy |
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|
2022
Q4 | $5.66M | Buy |
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|
2022
Q3 | $4.51M | Buy |
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|
2022
Q2 | $3.92M | Buy |
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