Parallel 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 | $3.53M | Sell |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $2.66M | Sell |
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|
2024
Q3 | $2.58M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $3.19M | Sell |
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|
2023
Q4 | $3.56M | Buy |
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|
2023
Q3 | $2.68M | Sell |
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|
2023
Q2 | $3.24M | Buy |
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|
2023
Q1 | $2.89M | Buy |
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|
2022
Q4 | $2.69M | Buy |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $329K | Sell |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | $188K | Sell |
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|
2019
Q4 | $318K | Sell |
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|
2019
Q3 | $321K | Buy |
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|
2019
Q2 | $281K | Sell |
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|
2019
Q1 | $328K | Sell |
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|
2018
Q4 | $330K | Buy |
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|
2018
Q3 | $373K | Sell |
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|
2018
Q2 | $465K | Sell |
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|
2018
Q1 | $480K | Buy |
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|
2017
Q4 | $416K | Buy |
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|
2017
Q3 | $291K | Sell |
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|
2017
Q2 | $287K | Buy |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $239K | Buy |
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