Centaurus Financial’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 | $2.39M | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $855K | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $322K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $33K | Buy |
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