Annex Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $315K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $203K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $2.39M | Sell |
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|
2022
Q4 | $8.21M | Buy |
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|
2022
Q3 | $6.81M | Sell |
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|
2022
Q2 | $6.13M | Buy |
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|
2022
Q1 | $7.52M | Buy |
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|
2021
Q4 | $7.23M | Buy |
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|
2021
Q3 | $5.74M | Buy |
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|
2021
Q2 | $4.96M | Buy |
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|
2021
Q1 | $4.34M | Sell |
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|
2020
Q4 | $3.66M | Buy |
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|
2020
Q3 | $2.44M | Buy |
|