Altium Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.63M | Sell |
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|
2022
Q1 | $8.04M | Buy |
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|
2021
Q4 | $4.82M | Buy |
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|
2021
Q3 | $3.11M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $299K | Buy |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $212K | Sell |
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|
2018
Q3 | $388K | Buy |
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|
2018
Q2 | $237K | Buy |
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