Baldwin Wealth 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 | $9.29M | Sell |
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|
2025
Q2 | $8.99M | Sell |
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|
2025
Q1 | $7.97M | Sell |
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|
2024
Q4 | $7.69M | Sell |
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|
2024
Q3 | $7.34M | Sell |
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|
2024
Q2 | $8.95M | Sell |
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|
2024
Q1 | $9.04M | Sell |
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|
2023
Q4 | $8.87M | Sell |
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|
2023
Q3 | $7.23M | Buy |
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|
2023
Q2 | $7.4M | Sell |
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|
2023
Q1 | $7M | Sell |
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|
2022
Q4 | $11.1M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Buy |
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