Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $12.5K | Buy |
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|
2024
Q4 | $8.44K | Buy |
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|
2024
Q3 | $6.16K | Buy |
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|
2024
Q2 | $1.18K | Hold |
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|
2024
Q1 | $1.16K | Sell |
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|
2023
Q4 | $52.7K | Hold |
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|
2023
Q3 | $41K | Sell |
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|
2023
Q2 | $148K | Sell |
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|
2023
Q1 | $159K | Buy |
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|
2022
Q4 | $89.2K | Hold |
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|
2022
Q3 | $78.4K | Buy |
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|
2022
Q2 | $49K | Sell |
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|
2022
Q1 | $127K | Buy |
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|
2021
Q4 | $64.4K | Hold |
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|
2021
Q3 | $57K | Hold |
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|
2021
Q2 | $56.4K | Hold |
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|
2021
Q1 | $50.9K | Hold |
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|
2020
Q4 | $40.6K | Buy |
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|
2020
Q3 | $28.3K | Hold |
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|
2020
Q2 | $24.8K | Hold |
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|
2020
Q1 | $24.7K | Buy |
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