Marcum Wealth’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
Q1 | $808K | Buy |
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|
2024
Q4 | $703K | Sell |
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|
2024
Q3 | $629K | Buy |
|
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|
2024
Q2 | $707K | Buy |
|
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|
2024
Q1 | $663K | Buy |
|
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|
2023
Q4 | $627K | Sell |
|
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|
2023
Q3 | $502K | Buy |
|
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|
2023
Q2 | $310K | Sell |
|
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $288K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $205K | Sell |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $220K | Buy |
|