Avantax Advisory Services’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 | $7.18M | Buy |
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|
2025
Q1 | $5.52M | Buy |
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|
2024
Q4 | $4.49M | Sell |
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|
2024
Q3 | $3.95M | Sell |
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|
2024
Q2 | $4.63M | Buy |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $768K | Buy |
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|
2022
Q4 | $837K | Sell |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $854K | Buy |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $384K | Buy |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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