Garde Capital’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
Q2 | $4.11K | Hold |
|
|||||
|
2025
Q1 | $3.52K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $132K | Sell |
|
|||||
|
2024
Q1 | $219K | Buy |
|
|||||
|
2023
Q4 | $115K | Sell |
|
|||||
|
2023
Q3 | $174K | Sell |
|
|||||
|
2023
Q2 | $474K | Buy |
|
|||||
|
2023
Q1 | $415K | Buy |
|
|||||
|
2022
Q4 | $517K | Buy |
|
|||||
|
2022
Q3 | $255K | Sell |
|
|||||
|
2022
Q2 | $472K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $238K | Hold |
|
|||||
|
2018
Q2 | $257K | Hold |
|
|||||
|
2018
Q1 | $262K | Hold |
|
|||||
|
2017
Q4 | $258K | Sell |
|
|||||
|
2017
Q3 | $237K | Buy |
|
|||||
|
2017
Q2 | $207K | Buy |
|