Frontier Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8.37M | Buy |
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|
2022
Q1 | $7.26M | Buy |
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|
2021
Q4 | $7.37M | Sell |
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|
2021
Q3 | $6.39M | Buy |
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|
2021
Q2 | $6.1M | Buy |
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|
2021
Q1 | $5.45M | Sell |
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|
2020
Q4 | $4.45M | Buy |
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|
2020
Q3 | $2.85M | Sell |
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|
2020
Q2 | $2.78M | Sell |
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|
2020
Q1 | $5.59M | Buy |
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|
2019
Q4 | $1.67M | Buy |
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|
2019
Q3 | $249K | Buy |
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|
2019
Q2 | $239K | Buy |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $326K | Buy |
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|
2017
Q4 | $270K | Buy |
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|
2017
Q3 | $209K | Sell |
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|
2017
Q2 | $210K | Buy |
|