Beaird Harris 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
Q3 | $40.3K | Buy |
|
|||||
|
2025
Q2 | $29.1K | Buy |
|
|||||
|
2025
Q1 | $22.9K | Hold |
|
|||||
|
2024
Q4 | $21.6K | Hold |
|
|||||
|
2024
Q3 | $18.9K | Hold |
|
|||||
|
2024
Q2 | $21.5K | Hold |
|
|||||
|
2024
Q1 | $21.1K | Sell |
|
|||||
|
2023
Q4 | $23K | Buy |
|
|||||
|
2023
Q3 | $15.2K | Hold |
|
|||||
|
2023
Q2 | $15.7K | Hold |
|
|||||
|
2023
Q1 | $14.5K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $8K | Buy |
|