Arete Wealth Advisors’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
Q2 | $407K | Sell |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $929K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $345M | Sell |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $289K | Buy |
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