Deseret Mutual Benefit Administrators’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 | $299K | Buy |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $178K | Sell |
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|
2024
Q3 | $167K | Sell |
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|
2024
Q2 | $194K | Buy |
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|
2024
Q1 | $132K | Buy |
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|
2023
Q4 | $70.2K | Sell |
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|
2023
Q3 | $61.7K | Sell |
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|
2023
Q2 | $66.9K | Buy |
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|
2023
Q1 | $60.2K | Hold |
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|
2022
Q4 | $95.7K | Sell |
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|
2022
Q3 | $137K | Sell |
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $155K | Sell |
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|
2021
Q4 | $175K | Sell |
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|
2021
Q3 | $172K | Sell |
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|
2021
Q2 | $267K | Buy |
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