Arcadia Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.4K | Hold |
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|
2025
Q2 | $16.6K | Hold |
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|
2025
Q1 | $14.2K | Hold |
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|
2024
Q4 | $13.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.84K | Hold |
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|
2023
Q2 | $9.13K | Buy |
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|
2023
Q1 | $3.04K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $3K | Sell |
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|
2016
Q1 | $22K | Buy |
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|
2015
Q4 | $22K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $331K | Hold |
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|
2013
Q4 | $315K | Hold |
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|
2013
Q3 | $256K | Hold |
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|
2013
Q2 | $257K | Buy |
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