Astoria Portfolio 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 | $717K | Buy |
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|
2025
Q2 | $423K | Hold |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $271K | Buy |
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