GW Henssler & Associates’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 | $24.2M | Sell |
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|
2025
Q1 | $21.4M | Sell |
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|
2024
Q4 | $18.3M | Sell |
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|
2024
Q3 | $18.5M | Buy |
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|
2024
Q2 | $20.6M | Sell |
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|
2024
Q1 | $20.5M | Buy |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $14.7M | Buy |
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|
2023
Q2 | $14.8M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $287K | Sell |
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|
2019
Q1 | $10.9M | Buy |
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|
2018
Q4 | $9.7M | Sell |
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|
2018
Q3 | $12.3M | Buy |
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|
2018
Q2 | $12.2M | Buy |
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