Cetera Advisor Networks’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
Q1 | $17.9M | Buy |
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|
2023
Q4 | $15.9M | Buy |
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|
2023
Q3 | $11.9M | Buy |
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|
2023
Q2 | $12.3M | Buy |
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|
2023
Q1 | $9.21M | Buy |
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|
2022
Q4 | $10.1M | Buy |
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|
2022
Q3 | $3.69M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $364K | Buy |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | $197K | Sell |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $390K | Sell |
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|
2019
Q3 | $379K | Buy |
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|
2019
Q2 | $356K | Sell |
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|
2019
Q1 | $517K | Buy |
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|
2018
Q4 | $461K | Sell |
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|
2018
Q3 | $581K | Buy |
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|
2018
Q2 | $423K | Buy |
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|
2018
Q1 | $345K | Sell |
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|
2017
Q4 | $363K | Buy |
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|
2017
Q3 | $259K | Sell |
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|
2017
Q2 | $266K | Buy |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $240K | Sell |
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|
2016
Q3 | $286K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $873K | Buy |
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|
2015
Q2 | $798K | Hold |
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|
2015
Q1 | $798K | Sell |
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|
2014
Q4 | $1.09M | Buy |
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|
2014
Q3 | $971K | Sell |
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|
2014
Q2 | $978K | Buy |
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|
2014
Q1 | $831K | Buy |
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|
2013
Q4 | $734K | Sell |
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|
2013
Q3 | $611K | Buy |
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|
2013
Q2 | $569K | Buy |
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