Key Financial Inc’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 | $43.4K | Hold |
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|
2025
Q1 | $37.3K | Buy |
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|
2024
Q4 | $34.2K | Hold |
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|
2024
Q3 | $29.9K | Buy |
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|
2024
Q2 | $32.9K | Hold |
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|
2024
Q1 | $32.3K | Hold |
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|
2023
Q4 | $30.8K | Hold |
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|
2023
Q3 | $24.5K | Hold |
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|
2023
Q2 | $25.3K | Buy |
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|
2023
Q1 | $9.59K | Hold |
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|
2022
Q4 | $13.2K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $13K | Buy |
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|
2021
Q2 | $10K | Buy |
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