Bogart Wealth LLC’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
Q3 | $43K | Buy |
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|
2025
Q2 | $29.7K | Buy |
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|
2025
Q1 | $23.7K | Buy |
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|
2024
Q4 | $20.4K | Hold |
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|
2024
Q3 | $17.9K | Sell |
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|
2024
Q2 | $21.6K | Sell |
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|
2024
Q1 | $48.9K | Hold |
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|
2023
Q4 | $46.4K | Hold |
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|
2023
Q3 | $37K | Sell |
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|
2023
Q2 | $95.4K | Buy |
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|
2023
Q1 | $76.4K | Buy |
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|
2022
Q4 | $1.58K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $50K | Sell |
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|
2021
Q3 | $45K | Buy |
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|
2021
Q2 | $14K | Sell |
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|
2021
Q1 | $14K | Sell |
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|
2020
Q4 | $16K | Buy |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $13K | Buy |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $245K | Buy |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | $158K | Buy |
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|
2018
Q3 | $161K | Buy |
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|
2018
Q2 | $155K | Buy |
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|
2018
Q1 | $144K | Buy |
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|
2017
Q4 | $105K | Buy |
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|
2017
Q3 | $8K | Buy |
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