FSB Premier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.55M | Buy |
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|
2025
Q2 | $3.1M | Buy |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $824K | Buy |
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|
2023
Q4 | $585K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $121K | Buy |
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