Founders Financial Securities’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 | $787K | Sell |
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|
2025
Q2 | $782K | Sell |
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|
2025
Q1 | $690K | Buy |
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|
2024
Q4 | $627K | Buy |
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|
2024
Q3 | $548K | Buy |
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|
2024
Q2 | $603K | Sell |
|
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|
2024
Q1 | $739K | Buy |
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|
2023
Q4 | $701K | Buy |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $684K | Sell |
|
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|
2023
Q1 | $888K | Buy |
|
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $959K | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $210K | Buy |
|