HHM 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 | $379K | Sell |
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|
2025
Q2 | $392K | Sell |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $187K | Sell |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $227K | Buy |
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|
2023
Q4 | $202K | Hold |
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|
2023
Q3 | $161K | Buy |
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|
2023
Q2 | $164K | Buy |
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|
2023
Q1 | $140K | Buy |
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|
2022
Q4 | $63.3K | Hold |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $48K | Buy |
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|
2022
Q1 | $59K | Buy |
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