Mutual 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 | $1.04M | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $908K | Buy |
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|
2024
Q4 | $826K | Sell |
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|
2024
Q3 | $835K | Buy |
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|
2024
Q2 | $728K | Sell |
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|
2024
Q1 | $841K | Buy |
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|
2023
Q4 | $765K | Sell |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | $632K | Buy |
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|
2022
Q4 | $690K | Buy |
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $678K | Buy |
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|
2022
Q1 | $491K | Sell |
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|
2021
Q4 | $493K | Buy |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $231K | Buy |
|