Covestor’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 | $102K | Sell |
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|
2025
Q1 | $99K | Sell |
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|
2024
Q4 | $95K | Buy |
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|
2024
Q3 | $60K | Buy |
|
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|
2024
Q2 | $66K | Buy |
|
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|
2024
Q1 | $62K | Sell |
|
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|
2023
Q4 | $74K | Sell |
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|
2023
Q3 | $90K | Sell |
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|
2023
Q2 | $93K | Sell |
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|
2023
Q1 | $92K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $183K | Buy |
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|
2022
Q1 | $104K | Buy |
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|
2021
Q4 | $89K | Buy |
|