Monograph Wealth 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 | $531K | Buy |
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|
2025
Q1 | $455K | Sell |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $377K | Hold |
|
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|
2024
Q2 | $429K | Hold |
|
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|
2024
Q1 | $421K | Sell |
|
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|
2023
Q4 | $405K | Sell |
|
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|
2023
Q3 | $429K | Hold |
|
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|
2023
Q2 | $443K | Sell |
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|
2023
Q1 | $410K | Sell |
|
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|
2022
Q4 | $656K | Sell |
|
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|
2022
Q3 | $599K | Hold |
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|
2022
Q2 | $526K | Sell |
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|
2022
Q1 | $743K | Hold |
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|
2021
Q4 | $741K | Buy |
|