CWS Financial 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 | $321K | Buy |
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|
2025
Q2 | $306K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $248K | Hold |
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|
2024
Q3 | $217K | Hold |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q2 | $251K | Sell |
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|
2021
Q1 | $260K | Buy |
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|
2020
Q4 | $208K | Buy |
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