Greystone Financial Group’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
Q3 | $1.37M | Sell |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.05M | Buy |
|
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $497K | Buy |
|
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $3.78M | Sell |
|
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|
2023
Q1 | $3.97M | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.21M | Sell |
|
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $993K | Buy |
|