Capital Investment Advisory Services’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 | $2.88M | Sell |
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|
2025
Q2 | $2.79M | Sell |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $240K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $14K | Buy |
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|
2018
Q4 | $12K | Buy |
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