Diversified Investment Strategies’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 | $2.11M | Hold |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.36M | Hold |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.18M | Hold |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $977K | Buy |
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|
2020
Q3 | $242K | Buy |
|