Beacon Financial Group’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 | $3.09M | Buy |
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|
2025
Q2 | $2.94M | Sell |
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|
2025
Q1 | $2.53M | Sell |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.15M | Buy |
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|
2024
Q2 | $2.43M | Sell |
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|
2024
Q1 | $2.44M | Sell |
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|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.75M | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $718K | Sell |
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|
2020
Q2 | $666K | Sell |
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|
2020
Q1 | $710K | Buy |
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|
2019
Q4 | $940K | Sell |
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|
2019
Q3 | $837K | Buy |
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|
2019
Q2 | $806K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $591K | Sell |
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|
2016
Q4 | $623K | Sell |
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|
2016
Q3 | $489K | Sell |
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|
2016
Q2 | $437K | Sell |
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|
2016
Q1 | $488K | Sell |
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|
2015
Q4 | $608K | Buy |
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|
2015
Q3 | $496K | Sell |
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|
2015
Q2 | $584K | Buy |
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|
2015
Q1 | $529K | Buy |
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|
2014
Q4 | $504K | Buy |
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|
2014
Q3 | $490K | Sell |
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|
2014
Q2 | $454K | Sell |
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|
2014
Q1 | $456K | Buy |
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|
2013
Q4 | $423K | Buy |
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