Ausdal Financial Partners’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 | $555K | Sell |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $292K | Buy |
|
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $217K | Buy |
|
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $275K | Sell |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $273K | Buy |
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