Claro Advisors’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 | $251K | Sell |
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|
2025
Q1 | $381K | Buy |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $235K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $804K | Buy |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $397K | Hold |
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|
2021
Q4 | $397K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $261K | Sell |
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|
2020
Q4 | $213K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $112K | Buy |
|