Clearstead 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 | $21.4M | Buy |
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|
2025
Q1 | $17.5M | Sell |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $14.5M | Buy |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $2.83M | Buy |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $3.85M | Buy |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $654K | Buy |
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|
2022
Q4 | $860K | Buy |
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|
2022
Q3 | $699K | Buy |
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|
2022
Q2 | $600K | Buy |
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|
2022
Q1 | $801K | Buy |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $518K | Sell |
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|
2021
Q2 | $526K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $341K | Buy |
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|
2020
Q3 | $227K | Sell |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $630K | Sell |
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|
2019
Q3 | $555K | Buy |
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|
2019
Q2 | $472K | Sell |
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|
2019
Q1 | $505K | Buy |
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|
2018
Q4 | $390K | Buy |
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|
2018
Q3 | $322K | Sell |
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|
2018
Q2 | $471K | Buy |
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|
2018
Q1 | $339K | Hold |
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|
2017
Q4 | $333K | Buy |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $267K | Buy |
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