EverSource Wealth Advisors’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 | $1.51M | Buy |
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|
2025
Q1 | $997K | Sell |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.47M | Buy |
|
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $183K | Buy |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $99K | Buy |
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