Buttonwood 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
Q3 | $4.1M | Sell |
|
|||||
|
2025
Q2 | $3.97M | Sell |
|
|||||
|
2025
Q1 | $3.43M | Sell |
|
|||||
|
2024
Q4 | $3.26M | Sell |
|
|||||
|
2024
Q3 | $2.88M | Buy |
|
|||||
|
2024
Q2 | $3.17M | Sell |
|
|||||
|
2024
Q1 | $3.17M | Buy |
|
|||||
|
2023
Q4 | $2.51M | Buy |
|
|||||
|
2023
Q3 | $1.87M | Buy |
|
|||||
|
2023
Q2 | $1.83M | Buy |
|
|||||
|
2023
Q1 | $395K | Buy |
|
|||||
|
2022
Q4 | $285K | Buy |
|
|||||
|
2022
Q3 | $217K | Buy |
|