IMA Advisory Services’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
Q2 | $106K | Buy |
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|
2025
Q1 | $90K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $82.7K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $22K | Hold |
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|
2023
Q2 | $22.7K | Buy |
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|
2023
Q1 | $15.7K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $85K | Sell |
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|
2019
Q4 | $124K | Hold |
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|
2019
Q3 | $109K | Sell |
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|
2019
Q2 | $2.44M | Buy |
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|
2019
Q1 | $2.55M | Buy |
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|
2018
Q4 | $2.04M | Sell |
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|
2018
Q3 | $2.84M | Buy |
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|
2018
Q2 | $5K | Buy |
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