Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $5.12M | Buy |
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|
2024
Q3 | $4.4M | Buy |
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|
2024
Q2 | $4.75M | Buy |
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|
2024
Q1 | $3.57M | Buy |
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|
2023
Q4 | $3.38M | Buy |
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|
2023
Q3 | $2.65M | Sell |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $1.71M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.8M | Buy |
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|
2019
Q1 | $1.84M | Buy |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $1.84M | Buy |
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|
2018
Q2 | $1.85M | Buy |
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|
2018
Q1 | $1.86M | Buy |
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|
2017
Q4 | $1.81M | Sell |
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|
2017
Q3 | $1.57M | Buy |
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|
2017
Q2 | $1.39M | Buy |
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|
2017
Q1 | $1.13M | Buy |
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|
2016
Q4 | $492K | Buy |
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