Paladin Advisory Group’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 | $4.96K | Hold |
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|
2025
Q2 | $4.74K | Hold |
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|
2025
Q1 | $4.07K | Hold |
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|
2024
Q4 | $3.85K | Hold |
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|
2024
Q3 | $3.37K | Hold |
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|
2024
Q2 | $3.82K | Hold |
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|
2024
Q1 | $3.76K | Hold |
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|
2023
Q4 | $3.58K | Hold |
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|
2023
Q3 | $2.85K | Hold |
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|
2023
Q2 | $2.95K | Hold |
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|
2023
Q1 | $2.72K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | – | Hold |
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