Legacy Wealth Asset 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
Q3 | $1.13M | Buy |
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|
2025
Q2 | $809K | Sell |
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|
2025
Q1 | $700K | Sell |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $596K | Buy |
|
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|
2024
Q2 | $665K | Sell |
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|
2024
Q1 | $766K | Buy |
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|
2023
Q4 | $726K | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $616K | Sell |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $912K | Sell |
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|
2022
Q3 | $793K | Sell |
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|
2022
Q2 | $894K | Buy |
|
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $901K | Buy |
|