N.E.W. Advisory Services’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 | $825K | Buy |
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|
2025
Q2 | $788K | Buy |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $557K | Buy |
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|
2024
Q3 | $479K | Buy |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $331K | Hold |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $266K | Buy |
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