First Pacific Financial’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 | $1.51K | Buy |
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|
2025
Q4 | $900 | Buy |
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|
2025
Q3 | $287 | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $9.25K | Hold |
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|
2024
Q3 | $8.1K | Hold |
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|
2024
Q2 | $9.21K | Hold |
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|
2024
Q1 | $9.04K | Hold |
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|
2023
Q4 | $8.6K | Hold |
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|
2023
Q3 | $6.86K | Hold |
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|
2023
Q2 | $7.08K | Buy |
|