HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $960K | Sell |
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|
2024
Q4 | $951K | Sell |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $937K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $882K | Buy |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $869K | Buy |
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|
2023
Q1 | $621K | Buy |
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|
2022
Q4 | $938K | Sell |
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|
2022
Q3 | $842K | Sell |
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|
2022
Q2 | $742K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $983K | Sell |
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|
2021
Q2 | $996K | Buy |
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|
2021
Q1 | $839K | Sell |
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|
2020
Q4 | $811K | Buy |
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|
2020
Q3 | $564K | Buy |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $459K | Buy |
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|
2019
Q4 | $642K | Sell |
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|
2019
Q3 | $768K | Buy |
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|
2019
Q2 | $468K | Buy |
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|
2019
Q1 | $374K | Sell |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $1.73M | Buy |
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|
2018
Q2 | $1.9M | Buy |
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|
2018
Q1 | $1.8M | Sell |
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|
2017
Q4 | $1.82M | Buy |
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|
2017
Q3 | $1.54M | Buy |
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|
2017
Q2 | $1.47M | Buy |
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|
2017
Q1 | $238K | Buy |
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