Charles Schwab’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Sell |
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|
2025
Q1 | $22.7M | Sell |
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|
2024
Q4 | $24.5M | Buy |
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|
2024
Q3 | $28.9M | Buy |
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|
2024
Q2 | $15.3M | Buy |
|
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|
2024
Q1 | $14.3M | Buy |
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|
2023
Q4 | $13.5M | Buy |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | $14.3M | Buy |
|
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|
2022
Q4 | $14.5M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $4.11M | Buy |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $2.64M | Buy |
|