Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $23.2K | Buy |
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|
2024
Q3 | $16.8K | Hold |
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|
2024
Q2 | $19.1K | Hold |
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|
2024
Q1 | $18.7K | Hold |
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|
2023
Q4 | $17.8K | Hold |
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|
2023
Q3 | $14.2K | Hold |
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|
2023
Q2 | $14.7K | Hold |
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|
2023
Q1 | $13.6K | Buy |
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|
2022
Q4 | $4.91K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Buy |
|