Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $2.51M | Buy |
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|
2025
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.16M | Buy |
|
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|
2024
Q4 | $977K | Buy |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $863K | Buy |
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|
2024
Q1 | $846K | Sell |
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|
2023
Q4 | $1.11M | Sell |
|
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $756K | Sell |
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|
2022
Q3 | $695K | Buy |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $274K | Buy |
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