Main Street Financial Solutions’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
Q4 | $603K | Sell |
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|
2025
Q3 | $846K | Buy |
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|
2025
Q2 | $623K | Buy |
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|
2025
Q1 | $511K | Sell |
|
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|
2024
Q4 | $497K | Sell |
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $411K | Buy |
|
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|
2023
Q2 | $367K | Buy |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $402K | Sell |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $272K | Buy |
|