Cassaday & Co Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $767K | Buy |
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|
2025
Q4 | $670K | Buy |
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|
2025
Q3 | $629K | Buy |
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|
2025
Q2 | $594K | Buy |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $268K | Buy |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Buy |
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