FLC Capital 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
Q3 | $1.25M | Sell |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $1M | Hold |
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|
2024
Q4 | $949K | Sell |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $452K | Hold |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $578K | Hold |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $498K | Buy |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $405K | Hold |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $349K | Buy |
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