NewSquare Capital’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 | – | Sell |
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|
2025
Q2 | $97.6K | Buy |
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|
2025
Q1 | $59.6K | Buy |
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|
2024
Q4 | $8.59K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.16K | Hold |
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|
2023
Q4 | $6.81K | Sell |
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|
2023
Q3 | $18.6K | Buy |
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|
2023
Q2 | $5.89K | Sell |
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|
2023
Q1 | $22.6K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $16K | Hold |
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|
2016
Q2 | $13K | Sell |
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|
2016
Q1 | $15K | Buy |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $7K | Hold |
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|
2015
Q2 | $8K | Hold |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $7K | Hold |
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|
2014
Q3 | $7K | Hold |
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|
2014
Q2 | $6K | Buy |
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|
2014
Q1 | $5K | Hold |
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|
2013
Q4 | $4K | Hold |
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|
2013
Q3 | $4K | Buy |
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