Bellwether 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 | $216K | Sell |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $353K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $121K | Hold |
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|
2022
Q4 | $192K | Hold |
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|
2022
Q3 | $165K | Hold |
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|
2022
Q2 | $145K | Hold |
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|
2022
Q1 | $194K | Sell |
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $5K | Buy |
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