BSW Wealth Partners’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 | $597K | Buy |
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|
2025
Q2 | $495K | Buy |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $286K | Buy |
|
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $552K | Buy |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $277K | Buy |
|