PDS Planning’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 | $976K | Buy |
|
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|
2025
Q2 | $874K | Buy |
|
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|
2025
Q1 | $734K | Buy |
|
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|
2024
Q4 | $608K | Buy |
|
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|
2024
Q3 | $500K | Sell |
|
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|
2024
Q2 | $572K | Buy |
|
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|
2024
Q1 | $549K | Buy |
|
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|
2023
Q4 | $499K | Sell |
|
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|
2023
Q3 | $411K | Buy |
|
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|
2023
Q2 | $410K | Buy |
|
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|
2023
Q1 | $253K | Buy |
|
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|
2022
Q4 | $339K | Buy |
|
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|
2022
Q3 | $281K | Buy |
|
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|
2022
Q2 | $224K | Buy |
|
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|
2022
Q1 | $276K | Buy |
|
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|
2021
Q4 | $215K | Buy |
|