CoreCap 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
Q3 | $426K | Buy |
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|
2025
Q2 | $388K | Buy |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $449K | Buy |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $1.91M | Buy |
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|
2022
Q4 | $79.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $70K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $64K | Buy |
|