Modera 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 | $14.1M | Sell |
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|
2025
Q1 | $12.3M | Sell |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $14M | Sell |
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|
2024
Q1 | $14.3M | Sell |
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|
2023
Q4 | $13.8M | Buy |
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|
2023
Q3 | $10.5M | Buy |
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|
2023
Q2 | $9.92M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $281K | Buy |
|