OneDigital Investment 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
Q2 | $4.15M | Sell |
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|
2025
Q1 | $3.69M | Sell |
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|
2024
Q4 | $3.52M | Buy |
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|
2024
Q3 | $2.65M | Buy |
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|
2024
Q2 | $2.99M | Buy |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $762K | Buy |
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|
2023
Q2 | $781K | Sell |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $535K | Buy |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $511K | Buy |
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|
2021
Q1 | $267K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $28K | Sell |
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|
2019
Q1 | $70K | Buy |
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|
2018
Q4 | $30K | Sell |
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|
2018
Q3 | $133K | Buy |
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|
2018
Q2 | $109K | Buy |
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|
2018
Q1 | $37K | Buy |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $17K | Sell |
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|
2017
Q2 | $19K | Buy |
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