Aviance Capital 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 | $8.89M | Buy |
|
|||||
|
2025
Q2 | $8.42M | Sell |
|
|||||
|
2025
Q1 | $7.26M | Buy |
|
|||||
|
2024
Q4 | $6.73M | Buy |
|
|||||
|
2024
Q3 | $5.8M | Buy |
|
|||||
|
2024
Q2 | $6.52M | Buy |
|
|||||
|
2024
Q1 | $6.28M | Buy |
|
|||||
|
2023
Q4 | $5.6M | Buy |
|
|||||
|
2023
Q3 | $4.42M | Sell |
|
|||||
|
2023
Q2 | $4.73M | Buy |
|
|||||
|
2023
Q1 | $3.92M | Buy |
|
|||||
|
2022
Q4 | $6.17M | Buy |
|
|||||
|
2022
Q3 | $5.32M | Sell |
|
|||||
|
2022
Q2 | $4.68M | Buy |
|
|||||
|
2022
Q1 | $6.13M | Buy |
|
|||||
|
2021
Q4 | $5.98M | Buy |
|
|||||
|
2021
Q3 | $5.08M | Buy |
|
|||||
|
2021
Q2 | $4.88M | Buy |
|
|||||
|
2021
Q1 | $4.05M | Buy |
|
|||||
|
2020
Q4 | $3.29M | Buy |
|
|||||
|
2020
Q3 | $2.22M | Buy |
|
|||||
|
2020
Q2 | $2.05M | Buy |
|
|||||
|
2020
Q1 | $1.83M | Sell |
|
|||||
|
2019
Q4 | $2.73M | Sell |
|
|||||
|
2019
Q3 | $2.54M | Buy |
|
|||||
|
2019
Q2 | $2.43M | Buy |
|
|||||
|
2019
Q1 | $2.56M | Buy |
|
|||||
|
2018
Q4 | $2.36M | Sell |
|
|||||
|
2018
Q3 | $3.34M | Sell |
|
|||||
|
2018
Q2 | $3.61M | Buy |
|
|||||
|
2018
Q1 | $3.57M | Buy |
|
|||||
|
2017
Q4 | $3.08M | Buy |
|
|||||
|
2017
Q3 | $1.72M | Buy |
|
|||||
|
2017
Q2 | $1.56M | Buy |
|
|||||
|
2017
Q1 | $1.48M | Buy |
|
|||||
|
2016
Q4 | $1.34M | Buy |
|
|||||
|
2016
Q3 | $805K | Sell |
|
|||||
|
2016
Q2 | $683K | Hold |
|
|||||
|
2016
Q1 | $757K | Sell |
|
|||||
|
2015
Q4 | $897K | Buy |
|