Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.3M | Buy |
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|
2023
Q2 | $6.48M | Buy |
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|
2023
Q1 | $5.96M | Sell |
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|
2022
Q4 | $9.51M | Buy |
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|
2022
Q3 | $8.17M | Buy |
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|
2022
Q2 | $7.01M | Buy |
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|
2022
Q1 | $9.33M | Buy |
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|
2021
Q4 | $9.26M | Buy |
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|
2021
Q3 | $7.97M | Buy |
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|
2021
Q2 | $7.87M | Buy |
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|
2021
Q1 | $6.96M | Buy |
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|
2020
Q4 | $4.14M | Buy |
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|
2020
Q3 | $2.73M | Buy |
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|
2020
Q2 | $2.31M | Buy |
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|
2020
Q1 | $679K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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