Circle 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
Q2 | $887K | Buy |
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|
2025
Q1 | $579K | Hold |
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|
2024
Q4 | $547K | Buy |
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|
2024
Q3 | $473K | Sell |
|
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|
2024
Q2 | $625K | Sell |
|
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|
2024
Q1 | $674K | Buy |
|
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|
2023
Q4 | $557K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $416K | Buy |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $336K | Buy |
|