Cypress Wealth Services’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 | $822K | Buy |
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|
2025
Q2 | $785K | Buy |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $615K | Buy |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $367K | Buy |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $289K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
|