JT Stratford LLC’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 | $1.29M | Buy |
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|
2025
Q1 | $963K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $917K | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $993K | Buy |
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|
2023
Q4 | $927K | Buy |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $883K | Sell |
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|
2022
Q4 | $2.56M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $1.87M | Buy |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Sell |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $244K | Buy |
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|
2019
Q1 | $237K | Buy |
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