Belpointe Asset 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
Q2 | $560K | Buy |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $739K | Buy |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $791K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $2.85M | Buy |
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|
2022
Q4 | $861K | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $469K | Buy |
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|
2022
Q1 | $593K | Sell |
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|
2021
Q4 | $674K | Buy |
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|
2021
Q3 | $485K | Buy |
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|
2021
Q2 | $341K | Buy |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $913K | Buy |
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|
2020
Q3 | $173K | Sell |
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|
2020
Q2 | $178K | Buy |
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|
2020
Q1 | $174K | Sell |
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|
2019
Q4 | $315K | Sell |
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|
2019
Q3 | $380K | Buy |
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|
2019
Q2 | $364K | Sell |
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|
2019
Q1 | $417K | Buy |
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|
2018
Q4 | $391K | Buy |
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|
2018
Q3 | $448K | Buy |
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|
2018
Q2 | $350K | Hold |
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|
2018
Q1 | $358K | Sell |
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|
2017
Q4 | $418K | Sell |
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|
2017
Q3 | $371K | Buy |
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