Bordeaux Wealth Advisors’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 | $775K | Buy |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $584K | Sell |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $827K | Sell |
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|
2022
Q2 | $744K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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