AJ Wealth Strategies’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $928K | Sell |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $2.48M | Buy |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $2.14M | Sell |
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|
2021
Q2 | $2.14M | Sell |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $889K | Sell |
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|
2020
Q2 | $837K | Hold |
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|
2020
Q1 | $834K | Buy |
|