Highline Wealth Partners’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 | $306K | Buy |
|
|||||
|
2025
Q2 | $282K | Buy |
|
|||||
|
2025
Q1 | $241K | Buy |
|
|||||
|
2024
Q4 | $224K | Sell |
|
|||||
|
2024
Q3 | $216K | Buy |
|
|||||
|
2024
Q2 | $217K | Buy |
|
|||||
|
2024
Q1 | $213K | Hold |
|
|||||
|
2023
Q4 | $203K | Hold |
|
|||||
|
2023
Q3 | $162K | Hold |
|
|||||
|
2023
Q2 | $167K | Buy |
|
|||||
|
2023
Q1 | $1.36K | Sell |
|
|||||
|
2022
Q4 | $3.08K | Hold |
|
|||||
|
2022
Q3 | $2.66K | Buy |
|