Arkadios 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
Q3 | $6.16M | Buy |
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|
2025
Q2 | $5.27M | Buy |
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|
2025
Q1 | $4.47M | Buy |
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|
2024
Q4 | $878K | Buy |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $469K | Buy |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $438K | Buy |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $773K | Sell |
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|
2021
Q4 | $889K | Sell |
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|
2021
Q3 | $786K | Sell |
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|
2021
Q2 | $825K | Buy |
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|
2021
Q1 | $529K | Sell |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q2 | $126K | Buy |
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|
2020
Q1 | $57.4K | Sell |
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|
2019
Q4 | $84K | Buy |
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