Ashton Thomas Private Wealth’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 | $3.87M | Buy |
|
|||||
|
2025
Q2 | $2.57M | Sell |
|
|||||
|
2025
Q1 | $2.43M | Buy |
|
|||||
|
2024
Q4 | $2.08M | Sell |
|
|||||
|
2024
Q3 | $1.96M | Buy |
|
|||||
|
2024
Q2 | $1.58M | Sell |
|
|||||
|
2024
Q1 | $2.03M | Sell |
|
|||||
|
2023
Q4 | $1.94M | Sell |
|
|||||
|
2023
Q3 | $1.73M | Buy |
|
|||||
|
2023
Q2 | $1.68M | Sell |
|
|||||
|
2023
Q1 | $1.68M | Buy |
|
|||||
|
2022
Q4 | $785K | Sell |
|
|||||
|
2022
Q3 | $709K | Buy |
|
|||||
|
2022
Q2 | $619K | Sell |
|
|||||
|
2022
Q1 | $1.34M | Buy |
|
|||||
|
2021
Q4 | $639K | Buy |
|
|||||
|
2021
Q3 | $525K | Buy |
|
|||||
|
2021
Q2 | $518K | Hold |
|
|||||
|
2021
Q1 | $464K | Hold |
|
|||||
|
2020
Q4 | $377K | Buy |
|
|||||
|
2020
Q3 | $216K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $274K | Buy |
|