Mach-1 Financial Group’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 | $3.87M | Sell |
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|
2025
Q1 | $3.5M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.3M | Buy |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $6.15M | Sell |
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $23K | Buy |
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