Faithward 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
Q3 | $378K | Buy |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $779K | Hold |
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|
2024
Q4 | $737K | Sell |
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|
2024
Q3 | $701K | Sell |
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|
2024
Q2 | $823K | Sell |
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|
2024
Q1 | $863K | Buy |
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|
2023
Q4 | $691K | Sell |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $727K | Sell |
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|
2023
Q1 | $581K | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $950K | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $997K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $605K | Sell |
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|
2020
Q2 | $661K | Sell |
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|
2020
Q1 | $879K | Sell |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.36M | Buy |
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