Ironwood Financial’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 | $936K | Hold |
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|
2025
Q2 | $767K | Hold |
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|
2025
Q1 | $767K | Hold |
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|
2024
Q4 | $725K | Sell |
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|
2024
Q3 | $648K | Sell |
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|
2024
Q2 | $754K | Buy |
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|
2024
Q1 | $737K | Buy |
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|
2023
Q4 | $690K | Hold |
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|
2023
Q3 | $550K | Buy |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $759K | Hold |
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|
2022
Q3 | $655K | Hold |
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|
2022
Q2 | $576K | Hold |
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|
2022
Q1 | $768K | Hold |
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|
2021
Q4 | $766K | Hold |
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|
2021
Q3 | $664K | Hold |
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|
2021
Q2 | $663K | Hold |
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|
2021
Q1 | $594K | Buy |
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