Delta Financial 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
Q3 | $315K | Hold |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $327K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $390K | Hold |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $399K | Hold |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $309K | Buy |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Buy |
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