Financial Consulate’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$633K Buy
2022
Q4
$991K Sell
2022
Q3
$898K Buy
2022
Q2
Sell
2022
Q1
$261K Hold
2021
Q4
$261K Sell
2021
Q3
$226K Hold
2021
Q2
$226K Hold
2021
Q1
$202K Buy