Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $18M | Sell |
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|
2022
Q3 | $15.7M | Buy |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $18.1M | Buy |
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|
2021
Q4 | $17.8M | Buy |
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|
2021
Q3 | $14.7M | Buy |
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|
2021
Q2 | $13.7M | Buy |
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|
2021
Q1 | $11M | Buy |
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|
2020
Q4 | $7.83M | Buy |
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|
2020
Q3 | $3.7M | Sell |
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|
2020
Q2 | $3.47M | Buy |
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|
2020
Q1 | $2.89M | Buy |
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|
2019
Q4 | $3.42M | Buy |
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|
2019
Q3 | $2.35M | Buy |
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|
2019
Q2 | $1.87M | Buy |
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|
2019
Q1 | $1.36M | Buy |
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