Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | $189K | Buy |
|
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $232K | Buy |
|
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $166K | Sell |
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|
2023
Q2 | $194K | Buy |
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|
2023
Q1 | $177K | Buy |
|
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $197K | Buy |
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|
2022
Q1 | $258K | Sell |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $330K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q2 | $145K | Buy |
|