IHT 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 | $715K | Buy |
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|
2025
Q2 | $657K | Sell |
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|
2025
Q1 | $576K | Sell |
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|
2024
Q4 | $556K | Buy |
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|
2024
Q3 | $485K | Sell |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $563K | Buy |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $725K | Buy |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $214K | Sell |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $218K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $91K | Buy |
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|
2017
Q4 | $89K | Hold |
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|
2017
Q3 | $77K | Sell |
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|
2017
Q2 | $83 | Buy |
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|
2017
Q1 | $80K | Sell |
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|
2016
Q4 | $127K | Buy |
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