Dakota 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 | $4.6M | Buy |
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|
2025
Q1 | $3.41M | Buy |
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|
2024
Q4 | $2.96M | Sell |
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|
2024
Q3 | $2.64M | Sell |
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|
2024
Q2 | $3.22M | Buy |
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $6.3M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.93M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $221K | Sell |
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|
2018
Q4 | $551K | Buy |
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|
2018
Q3 | $569K | Sell |
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|
2018
Q2 | $735K | Buy |
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