Journey 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
Q2 | $520K | Hold |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $453K | Hold |
|
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|
2024
Q2 | $453K | Sell |
|
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|
2024
Q1 | $473K | Buy |
|
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $242K | Buy |
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