Kovack Advisors’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 | $254K | Sell |
|
|||||
|
2025
Q1 | $308K | Sell |
|
|||||
|
2024
Q4 | $308K | Sell |
|
|||||
|
2024
Q3 | $277K | Buy |
|
|||||
|
2024
Q2 | $287K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $250K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $555K | Sell |
|
|||||
|
2022
Q1 | $867K | Sell |
|
|||||
|
2021
Q4 | $889K | Buy |
|
|||||
|
2021
Q3 | $732K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $255K | Sell |
|
|||||
|
2018
Q4 | $265K | Sell |
|
|||||
|
2018
Q3 | $394K | Sell |
|
|||||
|
2018
Q2 | $438K | Sell |
|
|||||
|
2018
Q1 | $451K | Buy |
|
|||||
|
2017
Q4 | $440K | Buy |
|
|||||
|
2017
Q3 | $312K | Buy |
|
|||||
|
2017
Q2 | $287K | Buy |
|