Integral Investment 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
Q3 | $697K | Hold |
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|
2025
Q2 | $666K | Hold |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $715K | Hold |
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|
2024
Q2 | $812K | Hold |
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|
2024
Q1 | $799K | Buy |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $211K | Buy |
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