Keystone Financial Services (Colorado)’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 | $1.76M | Buy |
|
|||||
|
2025
Q1 | $1.44M | Sell |
|
|||||
|
2024
Q4 | $1.38M | Buy |
|
|||||
|
2024
Q3 | $1.19M | Buy |
|
|||||
|
2024
Q2 | $1.26M | Buy |
|
|||||
|
2024
Q1 | $1.13M | Buy |
|
|||||
|
2023
Q4 | $776K | Buy |
|
|||||
|
2023
Q3 | $603K | Buy |
|
|||||
|
2023
Q2 | $510K | Buy |
|
|||||
|
2023
Q1 | $423K | Buy |
|
|||||
|
2022
Q4 | $593K | Buy |
|
|||||
|
2022
Q3 | $546K | Sell |
|
|||||
|
2022
Q2 | $483K | Buy |
|
|||||
|
2022
Q1 | $426K | Sell |
|
|||||
|
2021
Q4 | $566K | Buy |
|