Choreo LLC’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 | $10.5M | Sell |
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|
2025
Q2 | $10.2M | Buy |
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|
2025
Q1 | $7.95M | Sell |
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|
2024
Q4 | $9.13M | Buy |
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|
2024
Q3 | $7.5M | Buy |
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|
2024
Q2 | $8.44M | Buy |
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|
2024
Q1 | $556K | Sell |
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|
2023
Q4 | $551K | Sell |
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|
2023
Q3 | $495K | Buy |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $446K | Buy |
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