Icon Advisers’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
Q4 | $12K | Hold |
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|
2025
Q3 | $11.5K | Hold |
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|
2025
Q2 | $10.9K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $8.88K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $8.84K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $3.54M | Buy |
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|
2015
Q4 | $537K | Sell |
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|
2015
Q3 | $1.17M | Hold |
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|
2015
Q2 | $1.33M | Buy |
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