NewEdge Wealth’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 | $7.74M | Buy |
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|
2025
Q1 | $6.02M | Buy |
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|
2024
Q4 | $5.5M | Sell |
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|
2024
Q3 | $5.29M | Sell |
|
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|
2024
Q2 | $7.86M | Sell |
|
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|
2024
Q1 | $22.7M | Buy |
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|
2023
Q4 | $19.4M | Sell |
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|
2023
Q3 | $21.7M | Buy |
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|
2023
Q2 | $19.7M | Buy |
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|
2023
Q1 | $16.1M | Buy |
|
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $371K | Buy |
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