Main Street 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
Q3
$33.6K Hold
2025
Q2
$32.1K Hold
2025
Q1
$27.6K Hold
2024
Q4
$26.1K Hold
2024
Q3
$22.8K Hold
2024
Q2
$25.8K Sell
2024
Q1
$30.5K Sell
2023
Q4
$29.4K Buy