Pacifica Partners’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 | $108K | Buy |
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|
2025
Q2 | $102K | Sell |
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|
2025
Q1 | $86.2K | Buy |
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|
2024
Q4 | $81.9K | Hold |
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|
2024
Q3 | $71.9K | Hold |
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|
2024
Q2 | $82.3K | Buy |
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|
2024
Q1 | $75.9K | Hold |
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|
2023
Q4 | $66.3K | Hold |
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|
2023
Q3 | $54.4K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $4K | Buy |
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