Chemistry Wealth Management’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
Q3 | $3.19M | Buy |
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|
2025
Q2 | $3.05M | Sell |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $2.15M | Buy |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $631K | Buy |
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|
2022
Q1 | $805K | Buy |
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