Meridian 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 | $462K | Sell |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $448K | Sell |
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|
2024
Q3 | $636K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $739K | Buy |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $415K | Sell |
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|
2022
Q3 | $698K | Buy |
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|
2022
Q2 | $609K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $880 | Buy |
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