Index Fund 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $655K | Buy |
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|
2024
Q3 | $564K | Hold |
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|
2024
Q2 | $641K | Hold |
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|
2024
Q1 | $630K | Buy |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $377K | Hold |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $354K | Buy |
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