Ascent Group’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 | $9.34M | Buy |
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|
2025
Q1 | $7.43M | Buy |
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|
2024
Q4 | $6.87M | Buy |
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|
2024
Q3 | $5.66M | Buy |
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|
2024
Q2 | $5.94M | Buy |
|
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|
2024
Q1 | $5.19M | Buy |
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|
2023
Q4 | $4.3M | Buy |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $1.37M | Buy |
|
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $913K | Buy |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $345K | Buy |
|