Evermay 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 | $449K | Buy |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $303K | Hold |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $930K | Hold |
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|
2022
Q2 | $818K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $394K | Sell |
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|
2021
Q1 | $354K | Hold |
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|
2020
Q4 | $288K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $250K | Sell |
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|
2019
Q1 | $309K | Hold |
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|
2018
Q4 | $300K | Hold |
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|
2018
Q3 | $355K | Buy |
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|
2018
Q2 | $359K | Buy |
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|
2018
Q1 | $346K | Buy |
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|
2017
Q4 | $284K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $275K | Sell |
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|
2017
Q1 | $265K | Hold |
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|
2016
Q4 | $257K | Hold |
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|
2016
Q3 | $205K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $244K | Sell |
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|
2015
Q3 | $326K | Hold |
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|
2015
Q2 | $373K | Hold |
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|
2015
Q1 | $347K | Hold |
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|
2014
Q4 | $344K | Sell |
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|
2014
Q3 | $359K | Buy |
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|
2014
Q2 | $305K | Buy |
|