First Horizon 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
Q2 | $483K | Buy |
|
|||||
|
2025
Q1 | $258K | Buy |
|
|||||
|
2024
Q4 | $227K | Buy |
|
|||||
|
2024
Q3 | $192K | Sell |
|
|||||
|
2024
Q2 | $275K | Sell |
|
|||||
|
2024
Q1 | $275K | Buy |
|
|||||
|
2023
Q4 | $223K | Buy |
|
|||||
|
2023
Q3 | $163K | Sell |
|
|||||
|
2023
Q2 | $218K | Buy |
|
|||||
|
2023
Q1 | $166K | Sell |
|
|||||
|
2022
Q4 | $375K | Sell |
|
|||||
|
2022
Q3 | $346K | Buy |
|
|||||
|
2022
Q2 | $290K | Sell |
|
|||||
|
2022
Q1 | $422K | Buy |
|
|||||
|
2021
Q4 | $405K | Buy |
|
|||||
|
2021
Q3 | $336K | Buy |
|
|||||
|
2021
Q2 | $142K | Sell |
|
|||||
|
2021
Q1 | $166K | Buy |
|
|||||
|
2020
Q4 | $128K | Buy |
|
|||||
|
2020
Q3 | $85K | Buy |
|
|||||
|
2020
Q2 | $76K | Buy |
|
|||||
|
2020
Q1 | $71K | Sell |
|
|||||
|
2019
Q4 | $102K | Sell |
|
|||||
|
2019
Q3 | $93K | Sell |
|
|||||
|
2019
Q2 | $97K | Sell |
|
|||||
|
2019
Q1 | $241K | Buy |
|
|||||
|
2018
Q4 | $195K | Sell |
|
|||||
|
2018
Q3 | $402K | Sell |
|
|||||
|
2018
Q2 | $700K | Buy |
|
|||||
|
2018
Q1 | $596K | Sell |
|
|||||
|
2017
Q4 | $602K | Buy |
|
|||||
|
2017
Q3 | $426K | Buy |
|
|||||
|
2017
Q2 | $412K | Buy |
|
|||||
|
2017
Q1 | $151K | Buy |
|
|||||
|
2016
Q4 | $25K | Hold |
|
|||||
|
2016
Q3 | $25K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $7K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $3K | Buy |
|