Compass Advisory Group’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 | $719K | Hold |
|
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|
2025
Q1 | $616K | Sell |
|
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|
2024
Q4 | $620K | Hold |
|
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|
2024
Q3 | $543K | Hold |
|
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|
2024
Q2 | $617K | Hold |
|
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|
2024
Q1 | $606K | Hold |
|
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|
2023
Q4 | $576K | Buy |
|
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|
2023
Q3 | $439K | Sell |
|
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|
2023
Q2 | $459K | Hold |
|
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|
2023
Q1 | $424K | Buy |
|
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|
2022
Q4 | $668K | Sell |
|
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|
2022
Q3 | $719K | Hold |
|
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|
2022
Q2 | $632K | Hold |
|
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|
2022
Q1 | $843K | Hold |
|
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|
2021
Q4 | $841K | Hold |
|
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|
2021
Q3 | $728K | Buy |
|