Family Legacy Inc’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $603K | Buy |
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|
2025
Q4 | $629K | Hold |
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|
2025
Q3 | $601K | Hold |
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|
2025
Q2 | $575K | Hold |
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|
2025
Q1 | $493K | Hold |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $409K | Hold |
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|
2024
Q2 | $465K | Hold |
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|
2024
Q1 | $456K | Hold |
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|
2023
Q4 | $434K | Hold |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $382K | Hold |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $449K | Hold |
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|
2021
Q4 | $500K | Hold |
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|
2021
Q3 | $412K | Hold |
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|
2021
Q2 | $358K | Hold |
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|
2021
Q1 | $347K | Hold |
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|
2020
Q4 | $282K | Buy |
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