Mather 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 | $690K | Buy |
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|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $484K | Buy |
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|
2024
Q4 | $438K | Buy |
|
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|
2024
Q3 | $382K | Sell |
|
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|
2024
Q2 | $473K | Buy |
|
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|
2024
Q1 | $377K | Buy |
|
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|
2023
Q4 | $372K | Sell |
|
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|
2023
Q3 | $404K | Buy |
|
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|
2023
Q2 | $251K | Buy |
|
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|
2023
Q1 | $214K | Buy |
|
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|
2022
Q4 | $327K | Buy |
|
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $245K | Buy |
|