Larson Financial Group’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 | $582K | Sell |
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|
2025
Q1 | $504K | Sell |
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|
2024
Q4 | $575K | Sell |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $134K | Sell |
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|
2024
Q1 | $188K | Buy |
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|
2023
Q4 | $136K | Sell |
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|
2023
Q3 | $123K | Buy |
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|
2023
Q2 | $20.3K | Sell |
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|
2023
Q1 | $34.7K | Buy |
|
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|
2022
Q4 | $18.7K | Buy |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $6K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $36K | Buy |
|