Lodestone 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 | $1.12M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $915K | Buy |
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|
2024
Q4 | $862K | Buy |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $854K | Buy |
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|
2024
Q1 | $836K | Buy |
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|
2023
Q4 | $792K | Buy |
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|
2023
Q3 | $629K | Buy |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $921K | Buy |
|