Nations Financial Group’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$1.95M Buy
2023
Q3
$1.14M Buy
2023
Q2
$882K Buy
2023
Q1
Sell
2022
Q4
$2.5M Buy