Bragg Financial 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 | $631K | Sell |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $505K | Hold |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $647K | Buy |
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|
2024
Q1 | $495K | Hold |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $416K | Hold |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $614K | Hold |
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|
2022
Q3 | $530K | Sell |
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|
2022
Q2 | $487K | Hold |
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|
2022
Q1 | $650K | Buy |
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|
2021
Q4 | $558K | Hold |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $555K | Sell |
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|
2021
Q1 | $500K | Buy |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $428K | Hold |
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|
2019
Q3 | $377K | Sell |
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|
2019
Q2 | $365K | Hold |
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|
2019
Q1 | $389K | Hold |
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|
2018
Q4 | $378K | Buy |
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|
2018
Q3 | $442K | Buy |
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|
2018
Q2 | $456K | Buy |
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|
2018
Q1 | $396K | Sell |
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|
2017
Q4 | $418K | Buy |
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|
2017
Q3 | $345K | Hold |
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|
2017
Q2 | $339K | Hold |
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|
2017
Q1 | $322K | Sell |
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|
2016
Q4 | $316K | Hold |
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|
2016
Q3 | $253K | Hold |
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|
2016
Q2 | $203K | Sell |
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|
2016
Q1 | $231K | Hold |
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|
2015
Q4 | $271K | Hold |
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|
2015
Q3 | $235K | Hold |
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|
2015
Q2 | $269K | Hold |
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|
2015
Q1 | $251K | Buy |
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|
2014
Q4 | $240K | Hold |
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|
2014
Q3 | $233K | Hold |
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|
2014
Q2 | $214K | Sell |
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|
2014
Q1 | $225K | Hold |
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|
2013
Q4 | $214K | Buy |
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