Cornerstone Wealth Management’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 | $589K | Sell |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $452K | Sell |
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|
2024
Q2 | $517K | Sell |
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|
2024
Q1 | $539K | Buy |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $268K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.59M | Sell |
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|
2018
Q2 | $1.82M | Buy |
|