Keel Point’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 | $794K | Buy |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | $367K | Sell |
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|
2024
Q3 | $328K | Sell |
|
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|
2024
Q2 | $330K | Sell |
|
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|
2024
Q1 | $424K | Buy |
|
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|
2023
Q4 | $375K | Buy |
|
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|
2023
Q3 | $271K | Sell |
|
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|
2023
Q2 | $317K | Buy |
|
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|
2023
Q1 | $243K | Sell |
|
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|
2022
Q4 | $501K | Sell |
|
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|
2022
Q3 | $437K | Buy |
|
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $386K | Buy |
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|
2021
Q3 | $303K | Buy |
|