Allworth Financial’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 | $3.87M | Buy |
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|
2025
Q1 | $2.63M | Buy |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $712K | Buy |
|
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|
2022
Q4 | $956K | Sell |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.62M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $116K | Buy |
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|
2020
Q3 | $19K | Buy |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $771K | Buy |
|
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|
2019
Q4 | $19K | Hold |
|
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $17K | Sell |
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|
2018
Q4 | $22K | Buy |
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|
2018
Q3 | $20K | Buy |
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|
2018
Q2 | $21K | Buy |
|
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|
2018
Q1 | $11K | Buy |
|
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|
2017
Q4 | $0 | Buy |
|
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $79K | Hold |
|
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|
2017
Q1 | $75K | Hold |
|
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|
2016
Q4 | $72K | Hold |
|
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|
2016
Q3 | $58K | Sell |
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|
2016
Q2 | $75K | Hold |
|
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|
2016
Q1 | $83K | Hold |
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|
2015
Q4 | $98K | Hold |
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|
2015
Q3 | $85K | Hold |
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|
2015
Q2 | $97K | Hold |
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|
2015
Q1 | $91K | Buy |
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