Alta Advisers’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 | $828K | Hold |
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|
2025
Q2 | $791K | Hold |
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|
2025
Q1 | $679K | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $333K | Hold |
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|
2022
Q3 | $287K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $27K | Sell |
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|
2013
Q2 | $55K | Buy |
|