Kiley Juergens Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $442K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $591K | Sell |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $869K | Buy |
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|
2022
Q3 | $749K | Sell |
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|
2022
Q2 | $671K | Buy |
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|
2022
Q1 | $896K | Buy |
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|
2021
Q4 | $893K | Sell |
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|
2021
Q3 | $780K | Sell |
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|
2021
Q2 | $816K | Sell |
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|
2021
Q1 | $756K | Buy |
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|
2020
Q4 | $615K | Buy |
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|
2020
Q3 | $380K | Sell |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $502K | Buy |
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|
2019
Q4 | $691K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $80K | Buy |
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|
2018
Q2 | $19K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $14K | Buy |
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