Krilogy Financial’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 | $2.22M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $979K | Buy |
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|
2023
Q1 | $881K | Buy |
|
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $929K | Buy |
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|
2022
Q1 | $1.22M | Buy |
|
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $105K | Sell |
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|
2018
Q3 | $176K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $109K | Buy |
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|
2017
Q4 | $79K | Buy |
|
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|
2017
Q3 | $55K | Sell |
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|
2017
Q2 | $55K | Sell |
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|
2017
Q1 | $54K | Hold |
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|
2016
Q4 | $54K | Sell |
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|
2016
Q3 | $47K | Hold |
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|
2016
Q2 | $38K | Buy |
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|
2016
Q1 | $13K | Buy |
|