Legacy Financial 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 | $1.7M | Buy |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $232K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $11K | Buy |
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|
2017
Q4 | $8K | Buy |
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