HC Financial Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$29K Hold
2022
Q1
$38K Buy
2021
Q4
$38K Hold
2021
Q3
$33K Buy
2021
Q2
$33K Hold
2021
Q1
$30K Hold
2020
Q4
$24K Buy
2020
Q3
$16K Buy
2020
Q2
$15K Buy
2020
Q1
$15K Buy