HighMark Wealth 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 | $14.5K | Hold |
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|
2025
Q2 | $13.9K | Buy |
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|
2025
Q1 | $8.3K | Buy |
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|
2024
Q4 | $7.62K | Sell |
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|
2024
Q3 | $13.5K | Sell |
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|
2024
Q2 | $18.4K | Buy |
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|
2024
Q1 | $16.1K | Sell |
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|
2023
Q4 | $16.4K | Sell |
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|
2023
Q3 | $13.9K | Sell |
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|
2023
Q2 | $21.2K | Buy |
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|
2023
Q1 | $18.8K | Buy |
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|
2022
Q4 | $14.2K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $12K | Sell |
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|
2021
Q4 | $14K | Buy |
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|
2021
Q3 | $11K | Buy |
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|
2021
Q2 | $10K | Buy |
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