Edge Capital Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $416K | Buy |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $663K | Sell |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $660K | Sell |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $134K | Sell |
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|
2022
Q2 | $131K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $242K | Buy |
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