BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $743K | Buy |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $765K | Buy |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $801K | Buy |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $19K | Buy |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | $8K | Buy |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q4 | $1K | Buy |
|