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