LVW 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
Q2 | $241K | Sell |
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|
2025
Q1 | $209K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $557K | Buy |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $508K | Sell |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $446K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $352K | Buy |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $494K | Sell |
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|
2019
Q3 | $485K | Hold |
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|
2019
Q2 | $466K | Sell |
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|
2019
Q1 | $519K | Buy |
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|
2018
Q4 | $244K | Buy |
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|
2018
Q3 | $278K | Hold |
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|
2018
Q2 | $289K | Sell |
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|
2018
Q1 | $312K | Buy |
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|
2017
Q4 | $284K | Hold |
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|
2017
Q3 | $242K | Buy |
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