Dana Investment 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 | $1.68M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $922K | Buy |
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|
2023
Q2 | $216K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $694K | Sell |
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|
2020
Q4 | $2.36M | Buy |
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|
2020
Q3 | $322K | Hold |
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|
2020
Q2 | $300K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Buy |
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|
2019
Q3 | $210K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $439K | Sell |
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|
2017
Q1 | $535K | Sell |
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|
2016
Q4 | $550K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $356K | Sell |
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|
2016
Q1 | $450K | Buy |
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