Bradley Foster & Sargent’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 | $397K | Sell |
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|
2025
Q1 | $622K | Hold |
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|
2024
Q4 | $588K | Sell |
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|
2024
Q3 | $528K | Buy |
|
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $554K | Buy |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $526K | Hold |
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|
2023
Q2 | $526K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $228K | Buy |
|