Kestra Private Wealth 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 | $863K | Sell |
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|
2025
Q1 | $793K | Buy |
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|
2024
Q4 | $697K | Buy |
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|
2024
Q3 | $566K | Sell |
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|
2024
Q2 | $784K | Buy |
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|
2024
Q1 | $725K | Sell |
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|
2023
Q4 | $853K | Buy |
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|
2023
Q3 | $571K | Sell |
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|
2023
Q2 | $619K | Sell |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $768K | Buy |
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|
2022
Q3 | $631K | Sell |
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|
2022
Q2 | $667K | Sell |
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|
2022
Q1 | $917K | Buy |
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|
2021
Q4 | $791K | Buy |
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|
2021
Q3 | $652K | Buy |
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|
2021
Q2 | $590K | Sell |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $249K | Buy |
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