Modus 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
Q3 | $4.53M | Buy |
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|
2025
Q2 | $4.31M | Buy |
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|
2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $3.42M | Buy |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | $3.15M | Buy |
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|
2024
Q1 | $3.04M | Buy |
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|
2023
Q4 | $2.8M | Buy |
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|
2023
Q3 | $629K | Buy |
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|
2023
Q2 | $524K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Buy |
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