MBM Wealth Consultants’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 | $1.67M | Sell |
|
|||||
|
2025
Q2 | $1.6M | Sell |
|
|||||
|
2025
Q1 | $1.4M | Buy |
|
|||||
|
2024
Q4 | $1.31M | Buy |
|
|||||
|
2024
Q3 | $1.11M | Buy |
|
|||||
|
2024
Q2 | $1.15M | Sell |
|
|||||
|
2024
Q1 | $1.15M | Buy |
|
|||||
|
2023
Q4 | $892K | Buy |
|
|||||
|
2023
Q3 | $660K | Buy |
|
|||||
|
2023
Q2 | $546K | Buy |
|
|||||
|
2023
Q1 | $417K | Hold |
|
|||||
|
2022
Q4 | $557K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $268K | Buy |
|
|||||
|
2019
Q2 | $232K | Buy |
|
|||||
|
2019
Q1 | $211K | Buy |
|
|||||
|
2018
Q4 | $149K | Buy |
|