Allen Mooney & Barnes Investment Advisors’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 | $13.9M | Sell |
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|
2025
Q2 | $16.6M | Sell |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $11.5M | Sell |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $12.6M | Buy |
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|
2023
Q4 | $12.3M | Buy |
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|
2023
Q3 | $9.6M | Buy |
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|
2023
Q2 | $9.45M | Buy |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $630K | Buy |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | $644K | Buy |
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