Evoke Wealth’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 | $864K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $299K | Buy |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $193K | Buy |
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|
2022
Q2 | $165K | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | $148K | Sell |
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|
2021
Q2 | $156K | Sell |
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|
2021
Q1 | $141K | Sell |
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|
2020
Q4 | $270K | Buy |
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|
2020
Q3 | $178K | Sell |
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|
2020
Q2 | $166K | Sell |
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|
2020
Q1 | $169K | Sell |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $212K | Buy |
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