Liberty Wealth 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 | $205K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $110K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $45K | Buy |
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|
2021
Q2 | $45K | Sell |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $41K | Buy |
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|
2020
Q3 | $20K | Buy |
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|
2020
Q2 | $19K | Sell |
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|
2020
Q1 | $31K | Sell |
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|
2019
Q4 | $53K | Buy |
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|
2019
Q3 | $46K | Sell |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $40K | Sell |
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|
2018
Q4 | $49K | Buy |
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