JFS Wealth Advisors’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 | $2.28M | Sell |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $1.85M | Sell |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $28.9K | Sell |
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|
2024
Q1 | $28.9K | Sell |
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|
2023
Q4 | $29K | Sell |
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|
2023
Q3 | $29K | Sell |
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|
2023
Q2 | $32.2K | Sell |
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|
2023
Q1 | $55.5K | Buy |
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|
2022
Q4 | $35.6K | Sell |
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $31K | Buy |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q3 | $8K | Buy |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $5K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3K | Sell |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $18K | Hold |
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|
2014
Q3 | $18K | Sell |
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|
2014
Q2 | $17K | Buy |
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