Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.77M | Buy |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $859K | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $447K | Buy |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $561K | Buy |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $405K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $374K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $322K | Sell |
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|
2019
Q3 | $289K | Buy |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $258K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $340K | Hold |
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|
2016
Q3 | $273K | Hold |
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|
2016
Q2 | $217K | Sell |
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|
2016
Q1 | $244K | Sell |
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|
2015
Q4 | $290K | Buy |
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|
2015
Q3 | $250K | Buy |
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