J. Safra Asset Management’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 | $65K | Buy |
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|
2025
Q1 | $18.7K | Sell |
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|
2024
Q4 | $37.1K | Hold |
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|
2024
Q3 | $32.3K | Hold |
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|
2024
Q2 | $37K | Sell |
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|
2024
Q1 | $139K | Sell |
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|
2023
Q4 | $136K | Buy |
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|
2023
Q3 | $101K | Sell |
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|
2023
Q2 | $127K | Hold |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $17K | Buy |
|