McIlrath & Eck’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 | $12.6K | Sell |
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|
2025
Q2 | $16K | Hold |
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|
2025
Q1 | $13.7K | Sell |
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|
2024
Q4 | $13.4K | Buy |
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|
2024
Q3 | $8.5K | Hold |
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|
2024
Q2 | $9.65K | Hold |
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|
2024
Q1 | $9.46K | Hold |
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|
2023
Q4 | $8.98K | Buy |
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|
2023
Q3 | $7.15K | Sell |
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|
2023
Q2 | $14.9K | Sell |
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|
2023
Q1 | $15.9K | Buy |
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|
2022
Q4 | $21.9K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Buy |
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