Cary Street Partners Investment 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
Q3 | $403K | Buy |
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|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $5.62M | Sell |
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|
2024
Q2 | $7.56M | Sell |
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|
2024
Q1 | $8.28M | Buy |
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|
2023
Q4 | $6.68M | Sell |
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|
2023
Q3 | $5.68M | Buy |
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|
2023
Q2 | $4.93M | Buy |
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|
2023
Q1 | $3.5M | Buy |
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|
2022
Q4 | $5.07M | Buy |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $264K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $42K | Buy |
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