Crewe 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
Q2 | $64.2K | Buy |
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|
2025
Q1 | $51.7K | Buy |
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|
2024
Q4 | $46.6K | Sell |
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|
2024
Q3 | $55.8K | Buy |
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|
2024
Q2 | $59.9K | Buy |
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|
2024
Q1 | $20.2K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.1K | Sell |
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|
2023
Q1 | $10.7K | Sell |
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|
2022
Q4 | $31.3K | Sell |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | $43K | Buy |
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