Keebeck 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
Q2 | $740K | Hold |
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|
2025
Q1 | $635K | Sell |
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|
2024
Q4 | $656K | Hold |
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|
2024
Q3 | $575K | Buy |
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|
2024
Q2 | $646K | Hold |
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|
2024
Q1 | $634K | Hold |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $502K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $44K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $176K | Buy |
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