Carson Advisory’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 | $598K | Hold |
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|
2025
Q1 | $513K | Hold |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $425K | Sell |
|
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|
2024
Q2 | $495K | Sell |
|
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|
2024
Q1 | $664K | Sell |
|
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|
2023
Q4 | $676K | Hold |
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|
2023
Q3 | $539K | Hold |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $273K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $320K | Buy |
|