GoalVest Advisory’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 | $3.92K | Sell |
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|
2025
Q1 | $10.6K | Buy |
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|
2024
Q4 | $9.62K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.67K | Sell |
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|
2022
Q4 | $5.16K | Hold |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $233K | Buy |
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