Moneta Group Investment 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 | $3.19M | Sell |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $4.68M | Sell |
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|
2024
Q3 | $5.03M | Sell |
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|
2024
Q2 | $6.05M | Sell |
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|
2024
Q1 | $6.46M | Buy |
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|
2023
Q4 | $6.09M | Buy |
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|
2023
Q3 | $4.36M | Buy |
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|
2023
Q2 | $4.29M | Buy |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $457K | Buy |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $405K | Sell |
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|
2019
Q3 | $375K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $51K | Buy |
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