DAS
Diversify Advisory Services’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
17,966
+7,915
| +79% | +$781K | 0.07% | 206 |
|
|
2025
Q1 | $817K | Sell |
10,051
-31,263
| -76% | -$2.54M | 0.05% | 259 |
|
|
2024
Q4 | $3.01M | Sell |
41,314
-983
| -2% | -$71.5K | 0.17% | 93 |
|
|
2024
Q3 | $3M | Buy |
42,297
+13,997
| +49% | +$993K | 0.16% | 111 |
|
|
2024
Q2 | $2.11M | Sell |
28,300
-174,905
| -86% | -$13M | 0.12% | 153 |
|
|
2024
Q1 | $14.7M | Buy |
+203,205
| New | +$14.7M | 0.87% | 26 |
|