One Wealth Advisors’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 | $723K | Sell |
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|
2025
Q2 | $692K | Sell |
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|
2025
Q1 | $608K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $109K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $186K | Buy |
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|
2018
Q2 | $139K | Hold |
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|
2018
Q1 | $143K | Sell |
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|
2017
Q4 | $142K | Buy |
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