Empirical Wealth Management’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 | $10.9M | Buy |
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|
2025
Q1 | $9.33M | Buy |
|
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|
2024
Q4 | $7.76M | Buy |
|
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|
2024
Q3 | $6.56M | Sell |
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|
2024
Q2 | $7.58M | Sell |
|
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|
2024
Q1 | $7.56M | Buy |
|
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|
2023
Q4 | $6.72M | Buy |
|
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|
2023
Q3 | $5.2M | Sell |
|
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|
2023
Q2 | $5.39M | Buy |
|
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|
2023
Q1 | $2.11M | Buy |
|
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|
2022
Q4 | $2.62M | Sell |
|
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|
2022
Q3 | $2.73M | Buy |
|
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|
2022
Q2 | $1.99M | Sell |
|
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|
2022
Q1 | $2.69M | Sell |
|
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|
2021
Q4 | $3.73M | Buy |
|
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|
2021
Q3 | $2.92M | Buy |
|
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|
2021
Q2 | $638K | Buy |
|
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|
2021
Q1 | $403K | Sell |
|
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|
2020
Q4 | $447K | Buy |
|
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|
2020
Q3 | $280K | Buy |
|
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|
2020
Q2 | $213K | Sell |
|
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $733K | Buy |
|
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|
2019
Q3 | $642K | Buy |
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|
2019
Q2 | $453K | Buy |
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|
2019
Q1 | $261K | Buy |
|