BOK Financial 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
Q3 | $10.9K | Sell |
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|
2025
Q2 | $46.3K | Buy |
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|
2025
Q1 | $16.8K | Sell |
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|
2024
Q4 | $16.1K | Buy |
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|
2024
Q3 | $13.9K | Hold |
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|
2024
Q2 | $15.8K | Hold |
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|
2024
Q1 | $15.5K | Sell |
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|
2023
Q4 | $16.4K | Buy |
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|
2023
Q3 | $6.26K | Hold |
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|
2023
Q2 | $6.46K | Sell |
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|
2023
Q1 | $7.96K | Buy |
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|
2022
Q4 | $9.49K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $515K | Buy |
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|
2021
Q3 | $383K | Buy |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $400K | Buy |
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