Cedar Mountain Advisors’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 | $40.6K | Buy |
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|
2025
Q2 | $36.3K | Hold |
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|
2025
Q1 | $31.1K | Buy |
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|
2024
Q4 | $29.3K | Buy |
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|
2024
Q3 | $25.6K | Buy |
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|
2024
Q2 | $29.1K | Hold |
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|
2024
Q1 | $28.5K | Buy |
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|
2023
Q4 | $27K | Buy |
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|
2023
Q3 | $21.5K | Buy |
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|
2023
Q2 | $22.2K | Buy |
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|
2023
Q1 | $9.17K | Buy |
|