Bell Investment Advisors’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 | $173K | Buy |
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|
2025
Q1 | $147K | Sell |
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|
2024
Q4 | $164K | Sell |
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|
2024
Q3 | $144K | Sell |
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|
2024
Q2 | $166K | Buy |
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|
2024
Q1 | $162K | Buy |
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|
2023
Q4 | $153K | Sell |
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|
2023
Q3 | $122K | Buy |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $45K | Sell |
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|
2022
Q4 | $88.4K | Buy |
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|
2022
Q3 | $69K | Buy |
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|
2022
Q2 | $55K | Buy |
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|
2021
Q4 | $81K | Buy |
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|
2021
Q3 | $61K | Buy |
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