Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $946K | Buy |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $462K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $781K | Buy |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $431K | Buy |
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|
2022
Q2 | $340K | Sell |
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|
2022
Q1 | $690K | Sell |
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|
2021
Q4 | $765K | Buy |
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|
2021
Q3 | $536K | Sell |
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|
2021
Q2 | $570K | Buy |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $227K | Sell |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $415K | Buy |
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|
2019
Q3 | $365K | Buy |
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|
2019
Q2 | $332K | Sell |
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|
2019
Q1 | $364K | Sell |
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|
2018
Q4 | $355K | Sell |
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|
2018
Q3 | $450K | Buy |
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|
2018
Q2 | $411K | Buy |
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|
2018
Q1 | $415K | Buy |
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|
2017
Q4 | $382K | Buy |
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|
2017
Q3 | $324K | Buy |
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|
2017
Q2 | $285K | Sell |
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|
2017
Q1 | $323K | Buy |
|