EverSource Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
16,551
+3,814
| +30% | +$348K | 0.07% | 202 |
|
|
2025
Q1 | $997K | Sell |
12,737
-10,280
| -45% | -$805K | 0.05% | 245 |
|
|
2024
Q4 | $1.7M | Buy |
23,017
+313
| +1% | +$23.2K | 0.1% | 165 |
|
|
2024
Q3 | $1.47M | Buy |
22,704
+2,351
| +12% | +$152K | 0.09% | 169 |
|
|
2024
Q2 | $1.33M | Sell |
20,353
-2,576
| -11% | -$168K | 0.09% | 177 |
|
|
2024
Q1 | $1.7M | Buy |
22,929
+2,767
| +14% | +$205K | 0.13% | 134 |
|
|
2023
Q4 | $1.39M | Buy |
20,162
+658
| +3% | +$45.3K | 0.13% | 143 |
|
|
2023
Q3 | $1.07M | Sell |
19,504
-17
| -0.1% | -$933 | 0.11% | 152 |
|
|
2023
Q2 | $1.11M | Buy |
19,521
+15,585
| +396% | +$883K | 0.12% | 150 |
|
|
2023
Q1 | $206K | Buy |
3,936
+2
| +0.1% | +$105 | 0.03% | 365 |
|
|
2022
Q4 | $328K | Buy |
3,934
+458
| +13% | +$38.1K | 0.05% | 265 |
|
|
2022
Q3 | $250K | Buy |
3,476
+571
| +20% | +$41.1K | 0.06% | 265 |
|
|
2022
Q2 | $183K | Buy |
2,905
+1,220
| +72% | +$76.9K | 0.05% | 271 |
|
|
2022
Q1 | $142K | Buy |
1,685
+506
| +43% | +$42.6K | 0.04% | 288 |
|
|
2021
Q4 | $99K | Buy |
+1,179
| New | +$99K | 0.03% | 310 |
|