Beverly Hills Private Wealth’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 | $9.35M | Buy |
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|
2025
Q1 | $7.35M | Buy |
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|
2024
Q4 | $6.31M | Buy |
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|
2024
Q3 | $5.15M | Buy |
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|
2024
Q2 | $5.34M | Buy |
|
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|
2024
Q1 | $5M | Buy |
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|
2023
Q4 | $4.67M | Sell |
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|
2023
Q3 | $3.83M | Sell |
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|
2023
Q2 | $9.03M | Buy |
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|
2023
Q1 | $2.65M | Buy |
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|
2022
Q4 | $2.08M | Buy |
|