Alliance Wealth Advisors (Pennsylvania)’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 | $485K | Buy |
|
|||||
|
2025
Q2 | $459K | Buy |
|
|||||
|
2025
Q1 | $379K | Sell |
|
|||||
|
2024
Q4 | $397K | Buy |
|
|||||
|
2024
Q3 | $347K | Buy |
|
|||||
|
2024
Q2 | $384K | Sell |
|
|||||
|
2024
Q1 | $414K | Sell |
|
|||||
|
2023
Q4 | $403K | Sell |
|
|||||
|
2023
Q3 | $336K | Hold |
|
|||||
|
2023
Q2 | $347K | Buy |
|
|||||
|
2023
Q1 | $259K | Buy |
|
|||||
|
2022
Q4 | $238K | Sell |
|
|||||
|
2022
Q3 | $206K | Buy |
|