Badgley Phelps Wealth Managers’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 | $737K | Sell |
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|
2025
Q1 | $652K | Buy |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $461K | Hold |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $5.37M | Buy |
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|
2022
Q3 | $4.63M | Sell |
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|
2022
Q2 | $4.08M | Sell |
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|
2022
Q1 | $5.56M | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $297K | Buy |
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