Operose 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 | $488K | Buy |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $979K | Buy |
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|
2024
Q1 | $961K | Sell |
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|
2023
Q4 | $919K | Sell |
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|
2023
Q3 | $767K | Buy |
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|
2023
Q2 | $767K | Sell |
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|
2023
Q1 | $712K | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $388K | Buy |
|