Elevation Wealth Partners’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 | $245K | Buy |
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|
2025
Q2 | $222K | Sell |
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|
2025
Q1 | $198K | Buy |
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|
2024
Q4 | $187K | Sell |
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|
2024
Q3 | $296K | Buy |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $315K | Buy |
|