Leonard Rickey Investment 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
Q3 | $910K | Buy |
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|
2025
Q2 | $822K | Buy |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $754K | Buy |
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|
2024
Q3 | $537K | Sell |
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $299K | Buy |
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|
2023
Q2 | $269K | Buy |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | $271K | Buy |
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