HighPoint Advisor Group’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 | $3.14M | Buy |
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|
2025
Q2 | $2.97M | Sell |
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|
2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $2.86M | Sell |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $3.23M | Sell |
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|
2023
Q4 | $3.2M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $995K | Buy |
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|
2020
Q3 | $595K | Sell |
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|
2020
Q2 | $488K | Sell |
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|
2020
Q1 | $549K | Sell |
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|
2019
Q4 | $926K | Buy |
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|
2019
Q3 | $525K | Buy |
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|
2019
Q2 | $509K | Buy |
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|
2019
Q1 | $524K | Buy |
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|
2018
Q4 | $510K | Sell |
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|
2018
Q3 | $508K | Buy |
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|
2018
Q2 | $563K | Sell |
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|
2018
Q1 | $643K | Buy |
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|
2017
Q4 | $232K | Buy |
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