Great Lakes Retirement’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 | $13.4M | Buy |
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|
2025
Q1 | $11.4M | Buy |
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|
2024
Q4 | $10.5M | Sell |
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|
2024
Q3 | $9.23M | Buy |
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|
2024
Q2 | $9.97M | Buy |
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|
2024
Q1 | $9.15M | Sell |
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|
2023
Q4 | $9.11M | Buy |
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|
2023
Q3 | $6.58M | Buy |
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|
2023
Q2 | $6.36M | Buy |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $806K | Buy |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $403K | Buy |
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