First Trust Direct Indexing’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.75M | Buy |
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|
2024
Q2 | $2.88M | Buy |
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|
2024
Q1 | $2.44M | Buy |
|
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|
2023
Q4 | $2.08M | Buy |
|
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $1.3M | Buy |
|
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $1.52M | Sell |
|
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.77M | Buy |
|
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.56M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $905K | Buy |
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|
2020
Q4 | $676K | Buy |
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