Integrated Advisors Network’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 | $4.53M | Sell |
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|
2025
Q1 | $4.41M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $4.22M | Buy |
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|
2024
Q1 | $3.82M | Buy |
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|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $652K | Sell |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $350K | Sell |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q4 | $288K | Buy |
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