Marks Group 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
Q2 | $343K | Sell |
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|
2025
Q1 | $352K | Hold |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $292K | Sell |
|
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|
2024
Q2 | $352K | Sell |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $299K | Buy |
|
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|
2022
Q4 | $474K | Hold |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $449K | Hold |
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|
2021
Q4 | $448K | Buy |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
|