Clearstead Trust’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 | $136K | Sell |
|
|||||
|
2025
Q2 | $140K | Sell |
|
|||||
|
2025
Q1 | $124K | Buy |
|
|||||
|
2024
Q4 | $105K | Hold |
|
|||||
|
2024
Q3 | $91.8K | Hold |
|
|||||
|
2024
Q2 | $104K | Sell |
|
|||||
|
2024
Q1 | $111K | Sell |
|
|||||
|
2023
Q4 | $380K | Buy |
|
|||||
|
2023
Q3 | $50.8K | Hold |
|
|||||
|
2023
Q2 | $52.4K | Buy |
|
|||||
|
2023
Q1 | $20.6K | Hold |
|
|||||
|
2022
Q4 | $33K | Buy |
|
|||||
|
2022
Q3 | $24K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $6K | Sell |
|
|||||
|
2018
Q3 | $86K | Buy |
|
|||||
|
2018
Q2 | $53K | Buy |
|