Defined 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
Q3
$644K Buy
2025
Q2
$615K Buy
2025
Q1
$521K Sell
2024
Q4
$493K Buy
2024
Q3
$428K Buy
2024
Q2
$485K Buy
2024
Q1
$475K Sell
2023
Q4
$452K Buy
2023
Q3
$360K Buy
2023
Q2
$369K Buy
2023
Q1
Sell
2022
Q4
$355K Hold
2022
Q3
$307K Hold
2022
Q2
$270K Hold
2022
Q1
$360K Hold
2021
Q4
$359K Hold
2021
Q3
$311K Buy
2021
Q2
$305K Hold
2021
Q1
$273K Buy
2020
Q4
$101K Buy