Nova R 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
Q3 | $380K | Buy |
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|
2025
Q2 | $359K | Hold |
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|
2025
Q1 | $308K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $268K | Buy |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $364K | Hold |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $411K | Buy |
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