Alpha Cubed Investments’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 | $2.45M | Sell |
|
|||||
|
2025
Q2 | $2.79M | Sell |
|
|||||
|
2025
Q1 | $2.45M | Buy |
|
|||||
|
2024
Q4 | $1.62M | Sell |
|
|||||
|
2024
Q3 | $1.43M | Sell |
|
|||||
|
2024
Q2 | $1.64M | Buy |
|
|||||
|
2024
Q1 | $378K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $261K | Sell |
|
|||||
|
2023
Q1 | $273K | Buy |
|
|||||
|
2022
Q4 | $421K | Buy |
|
|||||
|
2022
Q3 | $309K | Sell |
|
|||||
|
2022
Q2 | $417K | Sell |
|
|||||
|
2022
Q1 | $565K | Buy |
|
|||||
|
2021
Q4 | $288K | Buy |
|
|||||
|
2021
Q3 | $219K | Hold |
|
|||||
|
2021
Q2 | $219K | Sell |
|
|||||
|
2021
Q1 | $209K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $320K | Sell |
|
|||||
|
2019
Q3 | $289K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $305K | Buy |
|
|||||
|
2018
Q2 | $230K | Sell |
|
|||||
|
2018
Q1 | $238K | Sell |
|
|||||
|
2017
Q4 | $789K | Buy |
|
|||||
|
2017
Q3 | $653K | Sell |
|
|||||
|
2017
Q2 | $648K | Sell |
|
|||||
|
2017
Q1 | $693K | Buy |
|
|||||
|
2016
Q4 | $292K | Buy |
|