Paralel 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 | $71.6M | Hold |
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|
2025
Q2 | $68.4M | Hold |
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|
2025
Q1 | $58.7M | Hold |
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|
2024
Q4 | $55.5M | Hold |
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|
2024
Q3 | $48.6M | Hold |
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|
2024
Q2 | $55.3M | Hold |
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|
2024
Q1 | $54.3M | Hold |
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|
2023
Q4 | $51.6M | Hold |
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|
2023
Q3 | $41.2M | Hold |
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|
2023
Q2 | $42.5M | Buy |
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|
2023
Q1 | $18.3M | Buy |
|