Atlas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $105K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12.6K | Sell |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | $47.8K | Buy |
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|
2021
Q1 | $21K | Sell |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $142K | Sell |
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|
2018
Q3 | $617K | Sell |
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|
2018
Q2 | $732K | Buy |
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