Peak Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
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|
2025
Q4 | $1.2M | Buy |
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|
2024
Q4 | $898K | Buy |
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|
2024
Q2 | $899K | Sell |
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|
2024
Q1 | $885K | Buy |
|
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|
2023
Q4 | $841K | Buy |
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|
2023
Q3 | $670K | Buy |
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|
2023
Q2 | $629K | Buy |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $500K | Hold |
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|
2022
Q3 | $432K | Buy |
|