MCF Advisors’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 | $613K | Buy |
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|
2025
Q1 | $519K | Buy |
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|
2024
Q4 | $489K | Sell |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $78K | Sell |
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|
2023
Q2 | $98.7K | Buy |
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|
2023
Q1 | $91K | Buy |
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|
2022
Q4 | $61.4K | Buy |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $39K | Buy |
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|
2020
Q4 | $27K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $24K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $20K | Buy |
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|
2019
Q1 | $17K | Buy |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $12K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $10K | Buy |
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|
2017
Q1 | $3K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $3K | Buy |
|