Everhart Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Buy |
|
|||||
|
2025
Q2 | $838K | Buy |
|
|||||
|
2025
Q1 | $629K | Buy |
|
|||||
|
2024
Q4 | $484K | Buy |
|
|||||
|
2024
Q3 | $356K | Sell |
|
|||||
|
2024
Q2 | $472K | Buy |
|
|||||
|
2024
Q1 | $377K | Buy |
|
|||||
|
2023
Q4 | $275K | Sell |
|
|||||
|
2023
Q3 | $268K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $282K | Sell |
|
|||||
|
2022
Q3 | $357K | Buy |
|
|||||
|
2022
Q2 | $231K | Buy |
|