Investment Research & Advisory Group’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 | $6.37M | Buy |
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|
2025
Q2 | $6.03M | Buy |
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|
2025
Q1 | $5.1M | Buy |
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|
2024
Q4 | $4.73M | Sell |
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|
2024
Q3 | $4.17M | Buy |
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|
2024
Q2 | $4.57M | Sell |
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|
2024
Q1 | $4.5M | Buy |
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|
2023
Q4 | $4.06M | Buy |
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|
2023
Q3 | $3.2M | Buy |
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|
2023
Q2 | $2.95M | Buy |
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|
2023
Q1 | $2.69M | Sell |
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|
2022
Q4 | $4.27M | Sell |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $3.13M | Buy |
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|
2022
Q1 | $4.02M | Sell |
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|
2021
Q4 | $4.02M | Sell |
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|
2021
Q3 | $3.54M | Buy |
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|
2021
Q2 | $3.49M | Sell |
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|
2021
Q1 | $3.14M | Sell |
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|
2020
Q4 | $2.65M | Buy |
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|
2020
Q3 | $1.78M | Buy |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $2.14M | Buy |
|