Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43M | Buy |
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|
2025
Q4 | $572K | Buy |
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|
2025
Q3 | $546K | Sell |
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|
2025
Q2 | $523K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $357K | Buy |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $469K | Buy |
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|
2023
Q4 | $410K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $118K | Buy |
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