Checchi Capital Advisers’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 | $1.34M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $897K | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $976K | Buy |
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|
2023
Q4 | $927K | Buy |
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|
2023
Q3 | $734K | Sell |
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|
2023
Q2 | $777K | Sell |
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|
2023
Q1 | $726K | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $971K | Buy |
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|
2022
Q2 | $916K | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $955K | Buy |
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|
2021
Q2 | $932K | Sell |
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|
2021
Q1 | $855K | Buy |
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|
2020
Q4 | $683K | Buy |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $335K | Buy |
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|
2020
Q1 | $324K | Sell |
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|
2019
Q4 | $536K | Buy |
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|
2019
Q3 | $459K | Sell |
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|
2019
Q2 | $446K | Buy |
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|
2019
Q1 | $422K | Sell |
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|
2018
Q4 | $417K | Sell |
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|
2018
Q3 | $601K | Buy |
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|
2018
Q2 | $610K | Buy |
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|
2018
Q1 | $615K | Buy |
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|
2017
Q4 | $576K | Buy |
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|
2017
Q3 | $399K | Sell |
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|
2017
Q2 | $407K | Sell |
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|
2017
Q1 | $428K | Buy |
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|
2016
Q4 | $368K | Buy |
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|
2016
Q3 | $281K | Buy |
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|
2016
Q2 | $224K | Buy |
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|
2016
Q1 | $244K | Sell |
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|
2015
Q4 | $293K | Buy |
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|
2015
Q3 | $214K | Buy |
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|
2015
Q2 | $234K | Sell |
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|
2015
Q1 | $238K | Buy |
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