Center for Financial Planning’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 | $70.3K | Buy |
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|
2025
Q1 | $1.57K | Hold |
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|
2024
Q4 | $1.48K | Sell |
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|
2024
Q3 | $7.65K | Hold |
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|
2024
Q2 | $8.7K | Hold |
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|
2024
Q1 | $8.54K | Hold |
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|
2023
Q4 | $8.12K | Hold |
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|
2023
Q3 | $6.48K | Hold |
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|
2023
Q2 | $6.69K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $4K | Buy |
|