Mount Yale 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 | $3.06M | Sell |
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|
2025
Q1 | $2.76M | Buy |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $2.3M | Buy |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $993K | Sell |
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|
2022
Q3 | $862K | Buy |
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|
2022
Q2 | $516K | Buy |
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|
2022
Q1 | $653K | Buy |
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|
2021
Q4 | $609K | Sell |
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|
2021
Q3 | $535K | Buy |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $413K | Buy |
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|
2020
Q4 | $311K | Sell |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $644K | Buy |
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|
2020
Q1 | $507K | Sell |
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|
2019
Q4 | $695K | Sell |
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|
2019
Q3 | $719K | Buy |
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|
2019
Q2 | $583K | Sell |
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|
2019
Q1 | $903K | Sell |
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|
2018
Q4 | $1.17M | Buy |
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|
2018
Q3 | $1.11M | Buy |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $885K | Buy |
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