Capital Advisors Ltd’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 | $102K | Hold |
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|
2025
Q2 | $97K | Sell |
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|
2025
Q1 | $84K | Sell |
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|
2024
Q4 | $81K | Sell |
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|
2024
Q3 | $73K | Sell |
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|
2024
Q2 | $87K | Buy |
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|
2024
Q1 | $55K | Buy |
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|
2023
Q4 | $47K | Buy |
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|
2023
Q3 | $35K | Hold |
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|
2023
Q2 | $36K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $20K | Buy |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $1K | Buy |
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