Hennion & Walsh Asset Management’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 | $5.86M | Buy |
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|
2025
Q2 | $5.39M | Buy |
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|
2025
Q1 | $4.54M | Buy |
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|
2024
Q4 | $4.12M | Buy |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $2.52M | Buy |
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|
2024
Q1 | $2.19M | Buy |
|
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.92M | Buy |
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|
2022
Q4 | $2.79M | Sell |
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|
2022
Q3 | $4.21M | Sell |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $5.11M | Buy |
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|
2021
Q4 | $4.81M | Buy |
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|
2021
Q3 | $2.85M | Buy |
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|
2021
Q2 | $2.51M | Buy |
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|
2021
Q1 | $1.18M | Buy |
|