Graybill 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
Q2 | – | Sell |
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|
2025
Q1 | $8.45K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.02M | Buy |
|
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|
2021
Q1 | $3.56M | Buy |
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|
2020
Q4 | $2.88M | Sell |
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|
2020
Q3 | $1.98M | Buy |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.81M | Sell |
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|
2019
Q4 | $2.62M | Buy |
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|
2019
Q3 | $2.29M | Buy |
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|
2019
Q2 | $2.19M | Buy |
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|
2019
Q1 | $2.31M | Sell |
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|
2018
Q4 | $2.25M | Buy |
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