Avantax Planning 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
Q3 | $427K | Sell |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $48K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $64K | Buy |
|