Jeppson Wealth 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
Q3 | $1.81M | Sell |
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|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $1.3M | Buy |
|
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $970K | Buy |
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|
2023
Q2 | $922K | Buy |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $402K | Sell |
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|
2021
Q3 | $351K | Buy |
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|
2021
Q2 | $350K | Sell |
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|
2021
Q1 | $323K | Sell |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $153K | Buy |
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