Navalign LLC’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 | $952K | Sell |
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|
2025
Q1 | $885K | Sell |
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|
2024
Q4 | $846K | Sell |
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $849K | Buy |
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|
2024
Q1 | $806K | Buy |
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|
2023
Q4 | $733K | Sell |
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|
2023
Q3 | $617K | Buy |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $687K | Sell |
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|
2022
Q3 | $594K | Buy |
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|
2022
Q2 | $491K | Buy |
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|
2022
Q1 | $531K | Sell |
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|
2021
Q4 | $794K | Sell |
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|
2021
Q3 | $701K | Buy |
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|
2021
Q2 | $692K | Buy |
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|
2021
Q1 | $618K | Buy |
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