Avior Wealth Management’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 | $2.12M | Buy |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $1.97M | Buy |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $830K | Buy |
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|
2022
Q1 | $810K | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $774K | Sell |
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|
2020
Q4 | $869K | Sell |
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|
2020
Q3 | $790K | Sell |
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|
2020
Q2 | $771K | Sell |
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|
2020
Q1 | $901K | Buy |
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|
2019
Q4 | $913K | Buy |
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|
2019
Q3 | $690K | Buy |
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|
2019
Q2 | $226K | Buy |
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|
2019
Q1 | $172K | Buy |
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|
2018
Q4 | $4K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
|