Optimum 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
Q3 | $105K | Hold |
|
|||||
|
2025
Q2 | $101K | Sell |
|
|||||
|
2025
Q1 | $96.1K | Buy |
|
|||||
|
2024
Q4 | $90.8K | Hold |
|
|||||
|
2024
Q3 | $79.5K | Sell |
|
|||||
|
2024
Q2 | $113K | Hold |
|
|||||
|
2024
Q1 | $110K | Buy |
|
|||||
|
2023
Q4 | $105K | Sell |
|
|||||
|
2023
Q3 | $83.9K | Buy |
|
|||||
|
2023
Q2 | $86.5K | Buy |
|
|||||
|
2023
Q1 | $64.2K | Hold |
|
|||||
|
2022
Q4 | $102K | Sell |
|
|||||
|
2022
Q3 | $127K | Hold |
|
|||||
|
2022
Q2 | $112K | Buy |
|
|||||
|
2022
Q1 | $149K | Hold |
|
|||||
|
2021
Q4 | $148K | Hold |
|
|||||
|
2021
Q3 | $129K | Hold |
|
|||||
|
2021
Q2 | $129K | Hold |
|
|||||
|
2021
Q1 | $115K | Hold |
|
|||||
|
2020
Q4 | $94K | Buy |
|
|||||
|
2020
Q3 | $44K | Hold |
|
|||||
|
2020
Q2 | $41K | Buy |
|
|||||
|
2020
Q1 | $41K | Hold |
|
|||||
|
2019
Q4 | $58K | Hold |
|
|||||
|
2019
Q3 | $51K | Hold |
|
|||||
|
2019
Q2 | $49K | Buy |
|
|||||
|
2019
Q1 | $52K | Hold |
|
|||||
|
2018
Q4 | $51K | Hold |
|
|||||
|
2018
Q3 | $60K | Hold |
|
|||||
|
2018
Q2 | $62K | Hold |
|
|||||
|
2018
Q1 | $64K | Buy |
|