Level Four Advisory Services’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 | $378K | Sell |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $298K | Buy |
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|
2024
Q3 | $262K | Buy |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $224K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $362K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $203K | Buy |
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|
2018
Q1 | $202K | Buy |
|