Kestra Advisory Services’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 | $14.3M | Buy |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $11.2M | Sell |
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|
2024
Q3 | $21.8M | Buy |
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|
2024
Q2 | $23.9M | Buy |
|
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|
2024
Q1 | $8.73M | Sell |
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|
2023
Q4 | $9.22M | Sell |
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|
2023
Q3 | $7.42M | Sell |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $3.37M | Buy |
|
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|
2022
Q4 | $4.18M | Sell |
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|
2022
Q3 | $3.65M | Buy |
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|
2022
Q2 | $2.61M | Buy |
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|
2022
Q1 | $2.31M | Sell |
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|
2021
Q4 | $2.48M | Sell |
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|
2021
Q3 | $3.13M | Buy |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $1.98M | Buy |
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|
2020
Q4 | $837K | Buy |
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|
2020
Q3 | $252K | Buy |
|