Concord Wealth Partners’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 | $158K | Buy |
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|
2025
Q2 | $148K | Sell |
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|
2025
Q1 | $158K | Buy |
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|
2024
Q4 | $143K | Sell |
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|
2024
Q3 | $129K | Buy |
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|
2024
Q2 | $71.3K | Sell |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $104K | Buy |
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|
2023
Q1 | $79.7K | Buy |
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|
2022
Q4 | $120K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $135K | Sell |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | $111K | Sell |
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|
2021
Q2 | $119K | Sell |
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|
2021
Q1 | $108K | Buy |
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|
2020
Q4 | $76K | Buy |
|